Boulos Michael

from Stewardship Wealth Management Solutions
SEC regulated
Regulated Investment Advisor
Boulos Michael is a financial advisor based in California, Huntington Beach, with 23 years of experience. Boulos currently works for Stewardship Wealth Management Solutions. Boulos maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Boulos Michael works at Stewardship Wealth Management Solutions
Stewardship Wealth Management Solutions is a financial advisory firm based in Huntington Beach, California. It currently has approximately $98,124,532 of assets under management and employs about 3 people. Stewardship Wealth Management Solutions uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
21 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
101 Main Street, #220, Huntington Beach, California, 92648

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