Unclaimed
Michael Ellis Gaston is an Investment Advisor Representative registered with Stewardship Wealth Management LLC. Michael is a licensed insurance agent and a lawyer. Michael has been in the financial industry for over 20 years. He specializes in providing portfolio management for individuals. He also provides portfolio analysis (MRI) services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio analysis (mri) services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
11/16/2020 - Present
Stewardship Wealth Management LLC (Long Beach CA)
NY
09/11/2000 - 08/24/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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