Douglas Alan Goldstein

Current Employers

Employment History

• 07/2002 → Present
  Portfolio Resources Group, Inc.
  Coral Gables, FL
• 12/2008 → Present
  Portfolio Resources Advisor Group
  Coral Gables, FL

Previous Registrations

• 2005-07-21 → 2008-12-22
  America Israel Investment Associates, Llc
  Jerusalem

Other Businesses

1. PROFILE INVESTMENT SERVICES, PROVIDES FINANCIAL CONSULTING AND PLANNING - DIRECTOR, CERTIFIED FINANCIAL PLANNER, 1/19 Luleem, Kfar Etzion, Israel 9091200. 2. PROFILE FAMILY OFFICE, DIRECTOR, SERVES NON-INVESTMENT NEEDS OF WEALTHY CLIENTS, PRIMARILY CLIENTS' PHILANTHROPIC WORK. 3. SOUTHERN HILLS PRESS, OWNER AND DIRECTOR, PRINT ON DEMAND PUBLISHING COMPANY WHICH PUBLISHES BOOKS FOR A FEE. 4. LECTURES TO VARIOUS ORGANIZATIONS, WRITER FOR JERUSALEM POST. 5. AUTHOR, BUILDING WEALTH IN ISRAEL, THE EXPATRIATES GUIDE TO HANDLING MONEY AND TAXES, RICH AS A KING, THE RETIREMENT PLANNING BOOK, THE INHERITANCE BOOK AND OTHERS. 6. BrightPlan, 7491 N Federal Hwy STE C5-302, Boca Raton, FL 33487, nature of business: education, 10 hours per month, 2 hours per month trading, start 12/25/2024. Is investment related. As a financial planner, provide education and guidance, but not specific investment advice, to employees of companies (e.g., SalesForce) via BrightPlan's platform. Position Held Consultant, compensation hourly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-15
• S63 Uniform Securities Agent State Law Examination
  1992-05-11

Designations