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WM

Walter Maziarz

TRINITY WEALTH SOLUTIONS LLC
Sterling Heights, MI 48312
Some features on this profile are disabled
CRD#: 734048
WM

Professional summary

Walter Maziarz is a registered financial advisor currently at TRINITY WEALTH SOLUTIONS LLC located in Sterling Heights, Michigan.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Walter has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Maziarz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2023 - Present

TRINITY WEALTH SOLUTIONS LLC

Office #1: 38800 Van Dyke Ave. 800, Sterling Heights, MI 48312Office #2: 36330 Woodward Ave. Suite 100, Bloomfield Hills, MI 48304
RIA
CRD#: 324183
Sterling Heights, MI
Past

July 20, 2010 - January 30, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
STERLING HEIGHTS, MI
Past

September 9, 1998 - January 30, 2023

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
STERLING HEIGHTS, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/29/2023)
IAR
Texas
(1/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/5/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRINITY WEALTH SOLUTIONS LLC
TRINITY WEALTH SOLUTIONS LLC

CRD#: 324183 / SEC#:

Michigan
Registered Investment Advisory firm - (12/20/2022 Approved)
Texas
Registered Investment Advisory firm - (1/18/2024 Conditional Restricted)
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Contact information

Main Address
38800 Van Dyke Ave. 800, Sterling Heights, MI 48312
Mailing Address
Phone number
(586) 873-8156
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts104
AUM (Assets Under Management)$ 46,021,005

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRINITY WEALTH SOLUTIONS LLC

CRD#: 324183Sterling Heights, MI 48312

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