Boulos G. Michael

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

HUNTINGTON BEACH, CA 92648

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CRD#: 4438646

Professional summary

Boulos Gouda Michael, who also goes by Michael Gouda Boulos, Paul Michael, is a registered financial advisor currently at STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS located in Huntington Beach, California and PURSHE KAPLAN STERLING INVESTMENTS located in Huntington Beach, California.

Boulos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Boulos has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Gouda Boulos | Paul Michael

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boulos Gouda Michael's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 2, 2023 - Present

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Office #1: 101 Main Street #230, Huntington Beach, CA 92648

RIA

CRD#: 322851

HUNTINGTON BEACH, CA

Current

February 3, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 101 Main Street #230, Huntington Beach, CA 92648

CRD#: 35747

Huntington Beach, CA

Past

October 29, 2001 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HUNTINGTON BEACH, CA

Past

October 18, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 18, 2001 - February 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HUNTINGTON BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS | TME FINANCIAL, INC. | TME FINANCIAL

CRD#: 322851 / SEC#: 801-127270

RIA

Registered Investment Advisory firm - (2/2/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(2/2/2023)

California
(2/3/2023)

Florida
(2/3/2023)

Idaho
(2/3/2023)

Minnesota
(5/10/2023)

New York
(2/3/2023)

Ohio
(11/3/2025)

IAR

Texas
(2/2/2023)

Texas
(2/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS | TME FINANCIAL, INC. | TME FINANCIAL

CRD#: 322851 / SEC#: 801-127270

RIA

Registered Investment Advisory firm - (2/2/2023 Approved)

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Contact information

Main Address

101 Main Street #230, Huntington Beach, CA 92648

Mailing Address

Phone number

(714) 455-2955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 124,039,550

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Boulos G. Michael

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boulos Gouda Michael's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/17/2001

FINRA

Current Firm

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

TRUST BUT VERIFY

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