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Goldstein Munger + Associates
United States
1995 (30 Years)
Last online: No recent activity
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Security Information
What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Goldstein Munger + Associates
Company Information
Get to know Goldstein Munger + Associates
GOLDSTEIN MUNGER is a financial advisor. Their investment management capabilities, their advisers have in-depth and broad expertise in the following areas including intergenerational wealth planning, employee stock, and stock options, cash flow planning, income tax planning, estate, and trust planning, retirement planning, philanthropic planning, insurance, and education planning. They guide their clients through a process of identifying how they want to live and advise them on strategies for accomplishing their life goals.
Industry
- Financial BankingPRIMARY
- Financial Insurance
- Financial Other Service
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