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  1. Investment Services
  2. Financial Advisors
  3. Mark Fitzmorris

Mark Fitzmorris, Financial Advisor, CFS

Mark Fitzmorris

Financial Advisor
CUSO Financial Services, L.P.
904.371.7969
markf@c1cufl.org  

CFS 2005-18 Gold Pacesetter Award Recipient
CFS 2015 Hall of Fame Inductee

You can schedule a complimentary financial review to speak with Mark at these branch locations: Orange Park | St. Johns

 

Mark holds a Bachelor of Science degree in Finance and International Business from the University of Colorado and has been a licensed financial advisor since 1998.

He spent several years traveling and living abroad in different countries. Through his experiences, he brings an ability to understand people from a variety of backgrounds. Mark is a top producer and also makes the needs of our credit union members his top priority.

Mark specializes in developing, implementing and monitoring a holistic financial plan that encompasses all areas of your life, especially with regard to retirement. He also specializes in state retirement options, including Florida's Deferred Retirement Options Program, or "DROP."

Mark is licensed to provide financial advice to Florida and Georgia residents, as well as residents of the following states: CO FL GA MD NH NC PA SC TN TX and VA. He is also licensed to sell life insurance in Florida. Check the background of this investment professional on FINRA's BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.