Lynzie Wolters

Current Employers

Employment History

• 01/2013 → Present
  New York Life Insurance Company
  Roseville, CA
• 03/2013 → Present
  Nylife Securitites, Llc
  Roseville, CA
• 04/2016 → Present
  Capital Edge Insurance & Financial Services
  Roseville, CA
• 11/2020 → Present
  Eagle Strategies, Llc
  Roseville, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2999 Douglas Blvd, Suite 350 Roseville, CA 95661; Start Date 03/2016; Role/Title: Owner; Investment Related; 150 hours per month; 120 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CAPITAL EDGE INSURANCE & FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; ROSEVILLE, CA; START DATE: 04/2016] [NYLARC Holding Company, Inc; Re insuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The CHP 11-99 Foundation; Provides emergency assistance to California Highway Patrol employees and scholarships to their children.; 2244 N State College Blvd Fullerton CA 92831; Start Date 01/2019; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; volunteer fundraiser] [The Firefighters Burn Institute; The Firefighters Burn Institute is a nonprofit organization that is dedicated to providing burn victims with support, resources and recovery programs.; 2315 stockton blvd sacramento ca 95817; Start Date 01/2019; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; volunteer fundraiser] [California Narcotics Officers Association (CNOA); CNOA is a non-profit, corporation dedicated to training law enforcement officers about narcotics and enforcing narcotics laws. In addition, the CNOA monitors relevant legislation, lobbies lawmakers on drug policies, and engages with ballot measures.; 28245 ave crocker valencia ca 91355; Start Date 01/2019; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; volunteer fundraiser] [Ash Brokerage; offer fixed life ins outside of NYL; 2999 Douglas Blvd Suite 350 Roseville CA 95661; Start Date 07/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Concerns of Police Survivors (C.O.P.S.); C.O.P.S. mission is rebuilding shattered lives of survivors and co-workers affected by line-of-duty deaths.; PO Box 2342 Vacaville CA 95696; Start Date 01/2019; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; volunteer fundraiser]

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-16

Designations

Other Names

• Lynzie Gruelund