AdFi
CS

Christine Smith Kalivas

Investment Adviser Representative at FORTUNE FINANCIAL GROUP, INC.

Glen Ellyn, ILCRD #1734959Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
3 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christine Smith Kalivas has worked in the securities industry since 2019. They are registered to provide investment advisory services in Florida, Illinois, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaIllinoisTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/2/1992
SIE
Securities Industry Essentials Examination
Passed 9/8/2015
Series 52
Municipal Securities Representative Examination
Passed 10/14/2014
Series 7
General Securities Representative Examination
Passed 10/7/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$100,000-$250,0001.25%
$250,001-$1,000,0001.00%
$1,000,001-$2,500,0000.75%
Greater than $2,500,0000.50%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Fortune Financial Group, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FORTUNE FINANCIAL GROUP, INC.Current
1/11/2019Glen Ellyn, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FORTUNE FINANCIAL GROUP, INC.

2 other advisors in the directory

View FORTUNE FINANCIAL GROUP, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christine Smith Kalivas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christine Smith Kalivas - Financial Advisor in Glen Ellyn, IL | AdvisorFinder