Boulos Gouda Michael

Employer firm

Stewardship Wealth Management Solutions CRD 322851

$153M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 02/2023
  Ameriprise Financial Services, Inc.
  Huntington Beach, CA
• 02/2023 → Present
  Stewardship Wealth Management Solutions
  Huntington Beach, CA
• 02/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2001-10-29 → 2023-02-08
  Ameriprise Financial Services, Llc
  Hungtington Beach, CA
  Huntington Beach, CA

Other Businesses

1) Stewardship Wealth Management Solutions . Investment-Related. At registered location. RIA. Financial Advisor. Start: 02/2023. 160 hrs/month; all during trading hours. Providefinancial advice. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2023. 5 hrs/month; all during trading hours. Sales offixed / traditional insurance products. 3) PKSF. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2023. 5 hrs/month; all during trading hours.Sales of fixed / traditional insurance products. 4) Rental Property. Not investment-related. Located at: 2304 Mangular Ave, Corona, CA 92882. Rental property. Owner. Start: 05/2006. 2hrs/month; none during trading hours. Duties: manage property. 5) TME Financial. Not investment-related. At registered locations. Holding company. President. Start: 04/2020.9hrs/month; none during trading hours. Duties: managing business expenses

Exams

• S66 Uniform Combined State Law Examination
  2001-10-25

Other Names

• Paul Michael
• Michael Gouda Boulos