Boulos Michael is a registered investment advisor, based in Huntington Beach, CA, with 24 years of industry experience.
Location
101 Main Street, #230, Huntington Beach, CA, 92648
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Boulos works full-time as a financial advisor at Stewardship Wealth Management Solutions and spends a few hours per week selling fixed/traditional insurance products through two agencies. Boulos also owns rental property and is president of a holding company, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stewardship Wealth Management Solutions
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.