Natalia
Zimnoch

Lifemark Securities Corp

CRD#6653881
Investment Advisor
in Copiague, NY

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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

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1909 Great Neck Road, Suite 200
Copiague, NY 11726

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$256,337,850

NY Average: $7,464,549,021
Total Number of Employees

70

NY Average: 88
Total Number of Accounts

1,963

NY Average: 3,892
Average Account Size

$130,585

NY Average: $1,917,921

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.*

2022 - Present (2 years)

Lifemark Securities Corp

2022 - Present (2 years)

Crypto Consultants

2019 - Present (5 years)

Z Equities Partnership

2018 - Present (6 years)

Zimnoch Financial Group

2012 - Present (12 years)

Dj Nat

2007 - Present (17 years)

Expres Travel

2018 - 2022 (4 years)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Mml Investors Services, LLC

2014 - 2022 (8 years)

Mass Mutual Life Insurance Co

2012 - 2013 (1 year)

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

Angelo Odore
Pearl River, NY
Jon Heddleson
North Canton, OH
Gerald Plachta
Ocala, FL
Ronald Drake
Rochester, NY
Patrick Durst
Littleton, CO
Joshua Lipson
Pearl River, NY
Loren Bailey
New York, NY
Samuel Galatioto
Rochester, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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