Carrie Boliek Letsinger

Current Employers

Employment History

• 04/2012 → 01/2018
  Proequities, Inc
  Lady Lake, FL
• 01/2018 → 12/2019
  Cetera Advisors
  Denver, CO
• 09/2018 → 12/2019
  Krsek Wade Llc Dba Synergy Wealth Alliance
  The Villages, FL
• 12/2019 → Present
  Lpl Financial Llc
  The Villages, FL
• 08/2025 → Present
  Synergy Investment Management
  Altamonte Springs, FL

Previous Registrations

• 2018-01-30 → 2019-12-26
  Cetera Advisors Llc
  The Villages, FL
• 2013-09-20 → 2018-02-26
  Concourse Financial Group Securities, Inc.
  Lady Lake, FL

Other Businesses

1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 02/01/2018 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-18
• S63 Uniform Securities Agent State Law Examination
  2008-10-23

Other Names

• Carrie Jo Wells
• Carrie Boliek
• Carrie Jo Boliek
• Carrie Letsinger
• Carrie Bolick Letsinger