Michael Stewart

Michael Stewart

Managing Director, OSJ

Phone: 713-465-5057
Fax: 281-749-8175
E-mail:
 

Michael Stewart, the Managing Director of American Portfolios Financial Services in Houston since 2003, is the owner/operator of the American Portfolios Houston Branch office. With over 35 years experience, he is a seasoned financial advisor who has worked extensively with individuals and businesses throughout his career.

Upon receiving his BBA in management from the University of Texas, Mike began his career as an Account Executive with Merrill Lynch in Austin. He trained at Merrill Lynch's training program in New York City.

Noteworthy as well was Mike's tenure with Paine Webber, where he was Branch Manager of the 17-broker branch office in Austin, Texas and graduated from the Paine Webber Management Development Program.

Mike involves himself with his community through volunteering as a coach with the United Church Athletic League, and is a  member of St. Luke's Methodist Church. Mike's hobbies are tennis, weightlifting, yoga and singing.

Education and Licensing:

     Bachelor of Business Administration,
     University of Texas

Principal/Supervisory Exams:

     Series 8:  General Securities Sales Supervisor Examination     

  (Options Module & General Module)

General Industry/Product Exams:

     PC:           AMEX Put and Call Exam 

     Series 3:    National Commodity Futures Examination

     Series 5:    Interest Rate Options Examination

     Series 7:    General Securities Representative Examination

     Series 15:  Foreign Currency Options Examination

State Securities Law Exams:

     Series 63:  Uniform Securities Agent State Law Examination

     Series 65:  Uniform  Investment Advisor Law Examination

Insurance:

     Texas General Lines Life & Variable