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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Letsinger is an investment advisor representative with LPL Financial LLC, located in The Villages, FL. Carrie has been in the industry since 2008 and has worked at other firms like CETERA ADVISORS LLC, PROEQUITIES, INC., and WELLS FARGO ADVISORS, LLC. Carrie is registered with the states of Florida and Georgia. Carrie is also registered with FINRA. Carrie has Series 7, Series 6, Series 63 and Series 66 securities licenses, and the SIE exam. Carrie has experience providing investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Carrie's firm, LPL Financial LLC, provides financial planning, investment management, and other advisory services. Carrie is a dedicated advisor who works to help her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/09/2019 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
01/29/2018 - 12/26/2019
CETERA ADVISORS LLC (THE VILLAGES FL)
FL
04/23/2012 - 02/26/2018
PROEQUITIES, INC. (LADY LAKE FL)
FL
10/17/2008 - 04/27/2012
WELLS FARGO ADVISORS, LLC (LEESBURG FL)
BOTH
Issued 09/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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