Natalia
Zimnoch
Lifemark Securities Corp
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About this Advisor
Natalia Zimnoch is a financial advisor based out of Copiague, New York with a total of 1 year of relevant experience. Zimnoch currently works for Lifemark Securities Corp. During their career, the advisor has held roles at Aflac, Expres Travel, Dj Nat, Mml Investors Services, LLC, Zimnoch Financial Group, Lifemark Securities Corp, Crypto Consultants, Z Equities Partnership and Mass Mutual Life Insurance Co. Zimnoch holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Florida and New York. Lifemark Securities Corp is a registered investment firm based out of Rochester, NY. It has offices in 66 locations and a total of 70 employees. It oversees $256 million in assets under management among its 1,963 accounts, making it one of the mid-sized firms in the United States by assets under management. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on the services provided. However, fee types charged by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Natalia Zimnoch Work History
Natalia has been registered as a financial advisor for 1 years.*
Lifemark Securities Corp
Crypto Consultants
Z Equities Partnership
Zimnoch Financial Group
Dj Nat
Expres Travel
Mml Investors Services, LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Aflac
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Natalia Zimnoch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifemark Securities Corp
Pearl River, NY
North Canton, OH
Rochester, NY
Rochester, NY
Pearl River, NY
Littleton, CO
Ocala, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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