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BG

Bonnie Goldstein

PORTFOLIO RESOURCES GROUP
Dn North Yehuda, 9091200
Some features on this profile are disabled
CRD#: 5875799
BG

Professional summary

Bonnie Goldstein, who also goes by Batsheva Goldstein, Bonnie Kwitkin, is a registered financial professional currently at PORTFOLIO RESOURCES GROUP, INC. .

Bonnie is registered as a RR (Registered Representative) and started their career in finance in 2011. Bonnie has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Batsheva Goldstein | Bonnie Kwitkin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bonnie Goldstein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 24, 2011 - Present

PORTFOLIO RESOURCES GROUP, INC.

Office #1: Luleem Business Center #1/19 Kfar Etzion, Dn North Yehuda 9091200
BD
CRD#: 31155
Dn North Yehuda,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/24/2011)
RR
Georgia
(7/6/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 2/25/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PR
PORTFOLIO RESOURCES GROUP, INC.
PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155 / SEC#: , 8-45380

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Phone number
(305) 372-0299
Established
Florida since 11/18/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAMEJO, ANTONIO NMNSHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL1654246
INVERSIONES SOSABASSHAREHOLDER
MARAVER, JOSE MANUELSHAREHOLDER/DIRECTOR2307685
BAQUERO DE JIMENEZ, NANCY JOSEFINAFINOP, PFO, POO5583492
SOSA, JUAN IGNACIODIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL2599288
VACA, MONICA TERESAOPTIONS PRINCIPAL2135645

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155Dn North Yehuda 9091200

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