Christine Kalivas has been an investment adviser representative at Fortune Financial Group since January 2019, and is not listed among the firm’s executive officers or direct owners.
Fortune Financial Group, Inc. is a firm with $141M under management, 174 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Cris Kalivas is Divorce Financial Planning Specialist of Fortune Financial Group, Inc. She helps clients understand the long-term financial impact of divorce settlements. Her work includes asset division analysis, QDRO preparation and retirement account splitting, and post-divorce financial plans. She has 30+ years in financial markets and is a founding member of the Amicable Divorce Network Illinois.
- – present · 7 yearsGlen Ellyn, IL · Adviser representative · Firm CRD 111378
Professional designations
Listed by Fortune Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Christine Kalivas is registered as an investment adviser representative in 3 states. The first approvals date from January 2019; the most recent is Florida, in July 2023.
- FloridaSince 27 July 2023
- IllinoisSince 11 January 2019
- TexasSince 18 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 52 | Municipal Securities Representative Examination | 14 October 2014 |
| Series 7 | General Securities Representative Examination | 7 October 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Christine Smith Kalivas
- CRD
- 1734959
- Firm
- Fortune Financial Group · CRD 111378
- Office
- 800 W. ROOSEVELT ROAD, BUILDING B, SUITE 104, Glen Ellyn, IL 60137
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortunefinancialgroup.com
Where does Christine Kalivas work?
Christine Kalivas is an investment adviser representative registered through Fortune Financial Group, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Christine Kalivas a financial advisor?
Yes. Christine Kalivas has a current investment-adviser registration in Florida, Illinois and Texas, through Fortune Financial Group since January 2019.
How many years of experience does Christine Kalivas have?
Christine Kalivas has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Christine Kalivas passed?
Christine Kalivas has passed 3 licensing exams: the Series 63, Series 7 and Series 52. The earliest, the Series 63, was passed in March 1992. FINRA credited Christine Kalivas with the SIE, which began in October 2018.
Where is Christine Kalivas based?
Christine Kalivas’ registered office is in Glen Ellyn, IL.
Is Christine Kalivas registered with FINRA?
No. Christine Kalivas has no current broker registration.
Is Christine Kalivas a CFP?
Fortune Financial Group lists Christine Kalivas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Christine Kalivas’ record?
Search CRD 1734959 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christine Kalivas’ full registration record.