Boulos Michael has been Managing Member & Chief Compliance Officer of Tme Financial since February 2023, is a control person of the firm and directly owns 75% or more of it. Boulos Michael holds a Bachelor of Science from California State University, Long Beach.
Tme Financial, Inc. is a Huntington Beach, CA firm with $153M under management, 209 clients and 2 advisers in one office, as of its March 2026 filing.
Boulos G. Michael is Wealth Advisor and Managing Partner of Stewardship Wealth Management Solutions, based in Huntington Beach, California. He is the founder of the firm. In September 2001, he started his profession with a focus on wealth management and retirement planning.
Boulos Michael’s longest registration was 21 years at Ameriprise Financial Services, LLC (2001–2023). Before joining Tme Financial in 2023, Boulos Michael was registered through Ameriprise Financial Services, LLC.
- – present · 3 yearsHuntington Beach, CA · Adviser representative · Firm CRD 322851
- Ameriprise Financial Services, LLC– · 21 yearsHuntington Beach, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Tme Financial
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Boulos Michael is registered as an investment adviser representative in 2 states. Each was approved in February 2023.
- CaliforniaSince 2 February 2023
- TexasSince 2 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 October 2001 |
| Series 7 | General Securities Representative Examination | 17 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Boulos Gouda Michael
- CRD
- 4438646
- Firm
- Tme Financial · CRD 322851
- Role
- Managing Member & Chief Compliance Officer
- Office
- 101 MAIN STREET, #230, Huntington Beach, CA 92648
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- stewardshipwms.com
Where does Boulos Michael work?
Boulos Michael has been Managing Member & Chief Compliance Officer of Tme Financial, Inc. since February 2023, and is a control person of the firm.
Is Boulos Michael a financial advisor?
Yes. Boulos Michael has a current investment-adviser registration in California and Texas, through Tme Financial since February 2023.
How many years of experience does Boulos Michael have?
Boulos Michael has 25 years in the financial industry, since October 2001, across 2 adviser firms.
What exams has Boulos Michael passed?
Boulos Michael has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001. FINRA credited Boulos Michael with the SIE, which began in October 2018.
Where is Boulos Michael based?
Boulos Michael’s registered office is in Huntington Beach, CA.
Is Boulos Michael registered with FINRA?
Yes. Boulos Michael has a current broker registration, under CRD 4438646.
Source: FINRA BrokerCheck
How can I verify Boulos Michael’s record?
Search CRD 4438646 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Boulos Michael’s full registration record.