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Liam Bielik

1 Year of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance

Liam Bielik is a registered investment advisor, based in Jacksonville, FL, with 1 years of industry experience.

Location

1 Independent Drive, Suite 201, Jacksonville, FL, 32202

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History

Regulatory History (1)
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Criminal
August 2023
Final Disposition
Other Business ActivitiesSells Insurance

Liam works as a financial consultant for Florida Financial Advisors (RIA) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also sells fixed insurance through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2025 - Present · 1 yr 2 mos
Florida Financial Advisors, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Liam Bielik - Financial Advisor | TrueAdvisor