CE
Christine M. Everett - Frantonius
EVERETT WEALTH SOLUTIONS,
Forest Park, IL 60130-1707
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CRD#: 1883997
CE
Professional summary
Christine Marie Everett - Frantonius, who also goes by Christine Marie Everett, Christine Marie Everett-frantonius, Chris Frantonius, Christine Marie Wade, Christine Marie Williams, is a registered financial advisor currently at EVERETT WEALTH SOLUTIONS, INC located in Forest Park, Illinois.
Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christine has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Marie Everett | Christine Marie Everett-Frantonius | Chris Frantonius | Christine Marie Wade | Christine Marie Williams
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Everett & Associates, Inc.; investment related: Yes; Location of the business: 407 Marengo Avenue; Description of the business: Insurance Brokerage Agency offering Life, Disability, Long Term Care insurance and Fixed Annuities; Position Title: President/Independent Insurance agent; Responsibilities Duties: Management, Sales; Start date with business: 1998-12-03; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 50. 2. Everett Wealth Solutions.; Investment related: Yes; Location of the business: 407 Marengo Avenue Forrest Park IL 60130; Description of the business: Everett & Associates, Inc. (solely owned by Christine Everett-Frantonius) is an affiliate of Everett Wealth Solutions, Inc., an Illinois Registered Investment Adviser. ; Position Title: President/Chairman; Responsibilities Duties: Ms. Everett-Frantonius supervises all activities of this firm.; Start date with business: 2008-12-29; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 60. 3. Abraham & Co., Inc. is a Washington State Registered Investment Adviser and Broker Dealer. This Firm is also registered in the states of IL and ID. The registration status of the Firm and its representatives may, and does, change from time to time. Interested parties are directed to consult FINRA's Broker Check for current registration status. The Firm may not conduct business in states in which it is not registered.; Position Title: Investment Adviser Representative; Responsibilities Duties: Abraham & Co., Inc., or advisors appointed by Abraham, will provide Client, upon acceptance of Client's Private Asset Management Account [PAMA], discretionary investment services including investment, reinvestment, rebalancing, portfolio management and reviews of the assets contained in the Client's PAMA. Such investments will be included in the asset value of Client's PAMA for the purpose of calculating the fee compensation to Abraham for advisory services and are hereinafter referred to as PAMA "Fee Investments." These investments include selected open-end mutual funds offered, with no sales commission or load, wherever possible, publicly traded closed-end mutual funds, limited partnerships, Exchange Traded Funds, common and preferred stocks, American Depository Receipts, options, real estate investment trusts, corporate bonds, U.S. Government and Government agency bonds, mortgage backed and municipal bonds, private placements and any other investment that may from time to time, be designated as a Fee Investment. In connection with any investment in new or secondary securities offerings, Client will, where required, pay a commission which is defined by the terms of the offering as stated in a prospectus for the security. Abraham will not receive these commissions. Abraham will also provide various administrative services which include determining the fair market value of assets held in Client's PAMA at least quarterly and producing a portfolio performance report for Client detailing account assets and summarizing receipts and disbursements of funds, interest and dividends received and account gain or loss for the total account. Except in the case of non-traded, privately held securities for which there is no third-party assessment of value, Abraham will provide these services through its designated custodian[s] who hold the PAMA account.; Start date with business: 1983-05-23; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 24; Percentage of total yearly compensation expected to be derived from the business: 50.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Marie Everett - Frantonius's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 21, 2009 - Present
EVERETT WEALTH SOLUTIONS, INC
Office #1: 407 Marengo Avenue, Forest Park, IL 60130-1707RIA
CRD#: 151725
Forest Park, IL
Past
January 6, 2021 - November 23, 2022
ABRAHAM & CO., INC.
RIA
CRD#: 299085
Forrest Park, IL
Past
December 1, 2006 - October 5, 2009
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
RIVER FOREST, IL
Past
July 7, 2006 - October 6, 2009
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
RIVER FOREST, IL
Past
July 22, 2004 - June 16, 2006
USALLIANZ SECURITIES, INC.
RIA
CRD#: 40875
RIVER FOREST, IL
Past
July 22, 2004 - December 1, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
RIVER FOREST, IL
Past
September 9, 2002 - May 25, 2004
USALLIANZ SECURITIES, INC.
RIA
CRD#: 40875
RIVER FOREST, IL
Past
August 12, 2002 - May 25, 2004
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
February 2, 2000 - August 10, 2002
OSAIC FA, INC.
RIA
CRD#: 3978
CHICAGO, IL
Past
November 15, 1999 - August 10, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
September 20, 1995 - November 12, 1999
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
October 4, 1988 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
October 4, 1988 - October 9, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(10/21/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EVERETT WEALTH SOLUTIONS, INC
EVERETT & ASSOCIATES, INC. | EVERETT WEALTH SOLUTIONS, INC
CRD#: 151725 / SEC#:
Illinois
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Contact information
Main Address
407 Marengo Avenue, Forest Park, IL 60130-1707
Mailing Address
Phone number
(708) 771-7777
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 34,410,000 |
Red Flags
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