Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Brian Saulic is a financial advisor with over 15 years of experience in the industry. He is currently registered as a Registered Representative (RR) with Hightower Advisors, LLC. Don Brian Saulic has been associated with Hightower Advisors since 2015 and has previously held positions at MML Investors Services, LLC, Stephen A. Kohn & Associates, LTD., and Pacific Cornerstone Capital Incorporated. His areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Don Brian Saulic has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
01/01/2025 - Present
Hightower Advisors, LLC (NEWPORT BEACH CA)
CA
04/22/2014 - 08/04/2015
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
01/02/2013 - 04/22/2014
STEPHEN A. KOHN & ASSOCIATES, LTD. (IRVINE CA)
CA
10/01/2008 - 12/06/2012
PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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