Leevens Cherisma
Investment adviser representative at Principal Advised Services
9 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Principal Advised ServicesJul 2025 to now
- Principal Life Insurance CompanyJul 2025 to now
- Principal Securities, Inc.Jul 2025 to now
- The Progressive CorporationJan 2025 to Jul 2025
- ResultscxOct 2024 to Dec 2024
- Pfs Investments Inc.Aug 2024 to Dec 2024
- UnemployedNov 2023 to Jun 2024
- Fidelity Brokerage Services LLCJul 2022 to Nov 2023
- Fidelity InvestmentsJul 2022 to Nov 2023
- Fidelity Personal and Workplace AdvisorsJan 2022 to Nov 2023
- UnemployedJan 2022 to Jul 2022
- CvsJun 2021 to Jan 2022
- Primerica Financial ServicesDec 2020 to Dec 2024
- StudentAug 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7606597
- Firm CRD
- 297324