Leevens Cherisma

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 01/2022
  Cvs
  Miami, FL
• 07/2022 → 11/2023
  Fidelity Investments
  Jacksonville, FL
• 01/2022 → 07/2022
  Unemployed
  Tallahasse, FL
• 08/2016 → 06/2021
  Student
  Tallahasse, FL
• 12/2020 → 12/2024
  Primerica Financial Services
  West Palm Beach, FL
• 08/2024 → 12/2024
  Pfs Investments Inc.
  West Palm Beach, FL
• 11/2023 → 06/2024
  Unemployed
  Delray Beach, FL
• 01/2022 → 11/2023
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 07/2022 → 11/2023
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 10/2024 → 12/2024
  Resultscx
  Fort Lauderdale, FL
• 01/2025 → 07/2025
  The Progressive Corporation
  Mayfield, OH
• 07/2025 → Present
  Principal Life Insurance Company
  Delray Beach, FL
• 07/2025 → Present
  Principal Securities, Inc
  Delray Beach, FL
• 07/2025 → Present
  Principal Advised Services
  Delray Beach, FL

Previous Registrations

• 2023-01-18 → 2023-11-20
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2025 ADDRESS: Des Moines 711 High St, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/21/2025 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-03