CFS Investment Representative at Community First Credit Union Honored for Outstanding Performance

By: John Hirabayashi

Posted on 11/18/2016 3:09:00 PM

Community First Credit Union announces that Mark Fitzmorris, a representative registered through broker-dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) earned the 2015 Gold Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, recently held in San Diego, California. The award honors the top producing registered representatives among hundreds of CFS and SPF credit union and bank programs across the country.

Fitzmorris was credited with generating significant revenue while providing investment services to Community First’s clients throughout the year. He has served the institution for 12 years. Fitzmorris offers numerous services such as: retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollovers, insurance, and more.

The annual awards are presented by CFS during the company’s three-day annual conference as a way to recognize advisors for their production and commitment to delivering superior investment services to clients. Fitzmorris wins for significant revenue production in service to North Florida-area investment clients. Hundreds of representatives across the country attend the conference to share and discuss best practices as well as learn from experts in the field of investment services. 

“Mark is a strong part of the Community First advisory team,” said John Hirabayashi, CEO and president of Community First. “Our members can be proud knowing they’re working with an award-winning advisor and customer service champion.”

The Community First investment services team has three other advisors providing investment services to members through 18 branches across North Florida. Fitzmorris holds his FINRA Series 7 license.

In addition to investment services, Community First also provides consumer, home and auto loans, deposit services and online banking services. For additional information, visit www.communityfirstfl.org.

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 118,000 members and with assets of $1.4 billion. Community First has 18 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.

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.

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.