Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leevens? Claim Your ProfileLeevens Cherisma is a registered representative with PFS Investments Inc. with over 1 year of experience in the financial services industry. Leevens is licensed to sell securities in California and Florida. Leevens has passed the Series 7, Series 66 and SIE exams. Leevens is located in West Palm Beach, Florida, but is also licensed to conduct business in the state of California. Leevens's firm is headquartered in Duluth, Georgia.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/17/2024 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
FL
11/28/2022 - 11/17/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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