AMERICAN PORTFOLIOS FINANCIAL SERVICES WE'RE DEDICATED to HELPING YOU ACHIEVE FINANCIAL FREEDOM
American Portfolios Financial Services Inc. is a fullservice financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, longterm care planning, insurance products and taxfree investing. The institution provides feebased asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority FINRA and Securities Investor Protection Corporation SIPC.
Michael Stewart is a Managing Director of American Portfolios Financial Services Inc., a New York based full service broker/dealer and a registered FINRA/SIPC member firm, as well as the owner/operator of the Houston branch of APFS. With over 30 years experience, he is a seasoned financial advisor who has worked extensively with affluent individuals and business owners throughout his career. Upon receiving his BBA in management from the University of Texas, Michael began his career as an Account Executive with Merrill Lynch in Austin, Texas. He trained at Merrill Lynch's training program in New York City. Noteworthy as well was Michael's tenure with Paine Webber, where he was Branch Manager (1984-1986) of the 17 broker office in Austin, Texas, and graduated from the Paine Webber Management Development Program. Michael and his Houston Associates offer independent, objective financial advice, services, and investment management, meeting the needs of affluent individuals, professionals, and business owners. Because we are not owned by a multinational wire house, insurance conglomerate or bank, we are not captive to a particular brand or family of products. Specialties: Personalized Asset Allocation "Traditional" Broker Dealer accounts Turnkey financial planning and fee based investment solutions Executive financial planning and counseling Customized stock portfolios Retirement Planning
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