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Kimberly Evelyn McMillion

Fortune Financial Services, Inc.

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About Kimberly Evelyn McMillion

Kimberly McMillion is a financial advisor at Fortune Financial Services, Inc. Kimberly has been in the industry since 1996 and is registered with the state of Florida and several other states. Kimberly is a Series 7, Series 6, and SIE licensed professional. Kimberly has a background in financial services and has worked with a variety of clients. Kimberly is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Kimberly McMillion is currently registered with Fortune Financial Services, Inc.. Fortune Financial Services, Inc. is a Corporation formed on October 21, 1996, and is registered to conduct business in all 50 states, the District of Columbia, and the Virgin Islands. The firm has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

74

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kimberly McMillion’s Registration & Firm History

FL

07/12/2019 - Present

Fortune Financial Services, Inc. (St. Petersburg FL)

FL

09/29/2015 - 07/12/2019

MCNALLY FINANCIAL SERVICES CORPORATION (St. Petersburg FL)

FL

10/06/2010 - 10/01/2015

J.P. TURNER & COMPANY, L.L.C. (ST. PETERSBURG FL)

MO

03/13/2008 - 10/06/2010

NEXT FINANCIAL GROUP, INC. (SPRINGFIELD MO)

MO

06/22/2006 - 02/22/2008

LEGEND EQUITIES CORPORATION (SPRINGFIELD MO)

MO

07/05/1996 - 04/28/2006

METLIFE SECURITIES INC. (ST. LOUIS MO)

MO

07/05/1996 - 04/28/2006

METROPOLITAN LIFE INSURANCE COMPANY (ST. LOUIS MO)

ME

11/19/1993 - 07/13/1994

UNUM SALES CORPORATION (PORTLAND ME)

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Licenses & Designations

BC

Issued 07/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Evelyn McMillion.
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