Christine Everett - Frantonius (CRD# 1883997) is an Investment Advisor Representative working at Everett Wealth Solutions, Inc.(EWS) in Forest Park, IL and has over 30 years of experience in the finance industry.
Everett Wealth Solutions, Inc. (EWS) offers a Fiduciary level of service as a Registered Investment Advisor. EWS provides financial and retirement planning, asset management, and college planning services inside a 4-Step Process. Whether you are building wealth or have achieved significant wealth, EWS can become an important fiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well, to help reduce wealth leaks, preserve the assets you have accumulated and reallocate them for your retirement years - so the journey is a pleasant one.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abraham & Company, Inc. | Gig Harbor, WA | Oct 2020 - Current | 3 |
| Everett Wealth Solutions, Inc. | Forrest Park, IL | Dec 2008 - Current | 15 |
| Everett & Associates, Inc. (151725) | River Forest, IL | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts226ACCOUNTS
-
Average Account Value$102,920
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
IL
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