Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Fitzmorris is a financial advisor with over 25 years of experience in the financial services industry. Mark has held various roles in the industry, including at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Mark is currently registered with Cuso Financial Services, LP. Mark holds licenses in 18 states, including Florida, Colorado, and New York, and has passed several professional exams including Series 63, Series 65, and Series 7. Mark specializes in providing financial planning and investment advice to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/07/2004 - Present
Cuso Financial Services, LP (JACKSONVILLE FL)
MO
08/07/2003 - 03/19/2004
EDWARD JONES (ST. LOUIS MO)
NY
06/26/1998 - 08/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Fitzmorris is the right advisor for you? Invested Better is here to help.
