Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Stockhausen is a financial advisor associated with Hightower Advisors, LLC. Donald has been in the financial services industry for over 40 years, having held various positions at several firms, including Dean Witter Reynolds Inc., Paine Webber Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Donald holds a Series 66, Series 63, and Series 65 license, along with a Series 40 Principal license.
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
06/11/2024 - Present
Hightower Advisors, LLC (PALM DESERT CA)
IL
09/10/2013 - 01/12/2024
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
NY
05/16/2000 - 03/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/25/1984 - 01/12/1988
PAINEWEBBER INCORPORATED
NA
02/24/1978 - 02/03/1984
DEAN WITTER REYNOLDS INC.
NA
07/27/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
11/08/1973 - 06/20/1976
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/28/1965 - 06/18/1975
THE MARSHALL COMPANY, INC.
IA
Issued 02/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1977
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 05/26/1965
Series 1 - Registered Representative Examination
Active
Inactive
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