Natalia
Zimnoch

Lifemark Securities Corp

CRD#6653881
Investment Advisor
in Rochester, NY

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About this Advisor

Natalia Zimnoch is a financial advisor based in Rochester, New York, working with Lifemark Securities Corp. Natalia has previously held positions at Expres Travel, Dj Nat, Mml Investors Services, LLC, Zimnoch Financial Group, Lifemark Securities Corp, Crypto Consultants, Z Equities Partnership, Marconiville Industries, and Mass Mutual Life Insurance Co. Natalia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, and New York. Currently, Natalia is part of Lifemark Securities Corp, which operates out of Rochester, New York. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West Metro Park
Rochester, NY 14623

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

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

86

NY Average: 88
Total Number of Accounts

1,231

NY Average: 3,892
Average Account Size

$199,925

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

2023 - Present (1 year)

Marconiville Industries

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

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

David Iobst
Bear, DE
Alan Mcclure
Baton Rouge, LA
Camille Toschi
Rochester, NY
Cathy Cristman
Little Falls, NY
Brendan Schafer
Valparaiso, IN
Patrick Durst
Littleton, CO
Angelo Odore
Pearl River, NY
Bon Koo
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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