Kimberly E. Mcmillion
Professional summary
Kimberly Evelyn Mcmillion, who also goes by Kimberly Anderson, Kimberly Evelyn Meade, is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in St. Petersburg, Florida.
Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1993. Kimberly has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kimberly Evelyn Mcmillion's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2019 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 111 2nd Avenue Ne Suite 913b, St. Petersburg, FL 33701July 15, 2019 - July 31, 2019
PROSPERITY WEALTH MANAGEMENT, INC.
March 9, 2016 - July 12, 2019
MCNALLY FINANCIAL SERVICES CORPORATION
September 29, 2015 - July 12, 2019
MCNALLY FINANCIAL SERVICES CORPORATION
October 6, 2010 - October 1, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
October 6, 2010 - October 1, 2015
J.P. TURNER & COMPANY, L.L.C.
March 13, 2008 - October 6, 2010
NEXT FINANCIAL GROUP, INC.
March 13, 2008 - October 6, 2010
NEXT FINANCIAL GROUP, INC.
August 17, 2006 - February 22, 2008
LEGEND ADVISORY, LLC
June 22, 2006 - February 22, 2008
LEGEND EQUITIES CORPORATION
September 13, 1996 - April 28, 2006
MSI FINANCIAL SERVICES, INC.
July 5, 1996 - April 28, 2006
METROPOLITAN LIFE INSURANCE COMPANY
July 5, 1996 - April 28, 2006
MSI FINANCIAL SERVICES, INC.
November 19, 1993 - July 13, 1994
UNUM SALES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/7/2021)
(7/23/2019)
(7/26/2022)
(7/22/2019)
(5/25/2022)
(7/12/2019)
(5/27/2022)
(10/23/2024)
Exams
FINRA
Current Firm
FORTUNE FINANCIAL SERVICES, INC.
CRD#: 42150 / SEC#: , 8-49727
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DANIELS, BLAKE WILLIAM | CHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO | 1285106 |
| DANIELS, BRIAN LEE | OWNER | 1213561 |
| BENTLEY, GREGORY JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 705379 |
| PINTARIC, WILLIAM RICHARD JR | CHIEF COMPLIANCE OFFICER | |
| WHITENACK, MITCH LEE | CHIEF OPERATIONS OFFICER, FINOP, PFO, POO | 4794021 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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