Check the background of this financial professional on FINRA's BrokerCheck.

Mark Fitzmorris
Financial Advisor

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

CFS 2005 - 2018 Gold Pacesetter Award Recipient
CFS 2015 Hall of Fame Inductee

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: SC, IN, MO, MD, MN, NY, TN, VA and WI. He is also licensed to sell life insurance in Florida. Check the background of this investment professional on FINRA's BrokerCheck.

You can schedule a complimentary financial review to speak with Mark at these branch locations:

• Orange Park
• St. Johns


 


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  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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.  


Check the background of this financial professional on FINRA's BrokerCheck.