Boulos Gouda Michael
Investment adviser representative at Stewardship Wealth Management Solutions
21 yearsExperience
2 statesRegistered in
$153.1MFirm assets
3 yearsFirm in business
Are you Boulos Gouda Michael? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Stewardship Wealth Management SolutionsFeb 2023 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stewardship Wealth Management Solutions
Legal name: Tme Financial, Inc.
$153.1MAssets managed
209Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4438646
- Firm CRD
- 322851