Unclaimed Profile

Boulos Gouda Michael

TME FINANCIAL, INC.·HUNTINGTON BEACH, California

SIE, Series 7, Series 66Clean record24 years registeredTME FINANCIAL, INC.

101 MAIN STREET, HUNTINGTON BEACH, CA 92648CRD# 4438646Firm CRD# 322851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Boulos Gouda Michael · HUNTINGTON BEACH, CA

Registration

CRD #4438646 · TME FINANCIAL, INC. · 24 years registered

Brand Profile

Not yet started

Career History

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Feb 2023 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Oct 2001 – Feb 2023

HUNTINGTON BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 29, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TME FINANCIAL, INC.

CRD 322851 · SEC 801-127270

AUM

$110M

Regulatory assets under management

Employees

519 client accounts

Services offered by TME FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TME FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Boulos Gouda Michael offer?

Boulos Gouda Michael specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTINGTON BEACH, California for a consultation.

What are Boulos Gouda Michael's credentials?

Boulos Gouda Michael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Boulos Gouda Michael located?

Boulos Gouda Michael is based in HUNTINGTON BEACH, California, working with TME FINANCIAL, INC.. Their office serves clients in the HUNTINGTON BEACH metropolitan area and surrounding communities.

How does Boulos Gouda Michael charge for services?

Boulos Gouda Michael's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TME FINANCIAL, INC.?

TME FINANCIAL, INC. has approximately 3 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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