Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Stellin is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with Hightower Advisors, LLC and has been with the firm since 2011. Prior to joining Hightower Advisors, LLC, Donald was registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED, UBS FINANCIAL SERVICES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donald has passed the Series 66, Series 7 and SIE exams. Donald is registered in multiple states including Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas and Virginia.
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
MI
11/21/2011 - Present
Hightower Advisors, LLC (TRAVERSE CITY MI)
MI
10/16/2009 - 10/10/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TRAVERSE CITY MI)
MI
02/12/2003 - 10/16/2009
UBS FINANCIAL SERVICES INC. (TRAVERSE CITY MI)
NY
01/10/2001 - 01/27/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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