JACKSONVILLE, Fl., August 31, 2015 – Community First Credit Union (Community First) announces Financial Advisor Mark Fitzmorris, a registered investment representative affiliated with broker-dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) was recognized and honored for his abundant contributions to the investment services industry by being inducted into CFS’s 2015 Hall of Fame. The ceremony was held as part of the “Lead Forward!” 2015 Annual Conference held by CFS and its sister company Sorrento Pacific Financial, LLC (SPF) in San Diego, California.
Fitzmorris joined nine other individuals inducted into the company’s Hall of Fame.
According to CFS, induction into the Hall of Fame identifies Fitzmorris and other inductees as an elite group of high-caliber professionals. To be eligible for induction, advisors had to have ranked as a Gold Pacesetter by reaching set levels of production for at least 10 years, or to have been the top CFS advisor of the year at least once. Fitzmorris has achieved Gold Pacesetter level production 10 times. In addition to his Hall of Fame induction, Fitzmorris was also recognized as a 2015 Gold Pacesetter for his success in 2014.
“Mark has a true passion for what he does and an extraordinary level of experience,” said CFS/SPF President and CEO Valorie Seyfert. “His induction into our Hall of Fame signifies his outstanding service to his clients, and we are so proud to recognize him with this honor.”
Fitzmorris has served Community First members and investment clients for 11 years. In addition to Fitzmorris, the Community First investment services team has four other advisors providing investment services to members through 17 branches across North Florida. Fitzmorris holds his FINRA Series 7 license.
“Mark has been a steadfast and talented force in our community and is absolutely deserving of this award,” said John Hirabayashi, CEO and president of Community First. “Our members can be proud to know they’re working with an award-winning advisor and customer service champion. We’re glad to see Mark’s efforts honored this way and congratulate him and the rest of the investment services team.”
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 financial institutions 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.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.
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 111,000 members and with assets of $1.3 billion. Community First has 17 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.
Maria Coppola, APR, CPRC
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.