Community First Credit Union has announced that Mark Fitzmorris, a registered representative affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) was awarded the 2012 Gold Pacesetter Award at the CFS “Passion. Innovation. Success.” 2013 Annual Conference, recently held in San Diego, California.
The award honors the top producing registered representatives among CFS and SPF’s nearly 200 credit union and bank programs.
Fitzmorris was credited with generating significant revenue while providing high quality investment and retirement planning services to Community First Credit Union clients. He has served the bank/credit union membership for nine years.
“We are extremely proud of Mark’s accomplishment and the outstanding service he has provided to our members over the years,” said John Hirabayashi, president and CEO of Community First Credit Union. His knowledge, experience and commitment to member service are an inspiration to those striving for excellence in our profession.”
The annual awards are presented by CFS and SPF as a way to recognize top registered representatives for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients.
In addition to financial planning and investment services through CFS, Community First Credit Union also provides consumer, home and auto loans, deposit services and online banking services. Community First Credit Union of Florida is located at 637 N. Lee St. Jacksonville FL 32204. For additional information, call 904-354-8537 or 800-342-8416, or visit www.communityFirstFL.org.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.
About Community First Community First Credit Union of Florida is a state-chartered credit union based in Jacksonville serving anyone who lives or works on the First Coast. Community First is one of the 10 largest credit unions in the state, serving more than 105,000 members and with assets of $1.3 billion. Community First has 16 locations and 300 employees. A not-for-profit, Community First is a full-service financial institution offering banking, loans, mortgages and investments for consumers and businesses throughout the First Coast.
Investment products are offered by CUSO Financial Services, L.P. (Member FINRA/SIPC) and are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value.