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EG

Efraim A. Goldstein

PORTFOLIO RESOURCES GROUP
DN North Yehuda, 9091200
CRD#: 8045916
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EG
Efraim Aryeh GoldsteinPORTFOLIO RESOURCES GROUP

Professional summary


Efraim Aryeh Goldstein is a registered financial professional currently at PORTFOLIO RESOURCES GROUP, INC. .

Efraim is registered as a RR (Registered Representative) and started their career in finance in 2026. Efraim has worked at 1 firm and has passed the Series 7TO and SIE exams.

Aliases


None

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 Efraim Aryeh 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

January 14, 2026 - 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
(1/15/2026)

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2026
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 (26 States and Territories)


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


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Company Information


PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155Dn North Yehuda 9091200

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