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Natalia M Zimnoch

Lifemark Securities Corp.

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About Natalia M Zimnoch

Natalia Zimnoch is a financial advisor with Lifemark Securities Corp. Natalia has been in the industry since August 1, 2018. Natalia is registered with the state of New York as a Registered Representative and Investment Advisor Representative. Natalia is also registered with the state of California, Florida, Nevada, New Jersey, and North Carolina as a Registered Representative and Investment Advisor Representative. Natalia previously worked for MML Investors Services, LLC. Natalia holds the Series 6, Series 63, Series 65, and SIE licenses. Natalia specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Natalia Zimnoch is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natalia Zimnoch’s Registration & Firm History

NY

02/02/2022 - Present

Lifemark Securities Corp. (ROCHESTER NY)

NY

08/02/2018 - 02/04/2022

MML INVESTORS SERVICES, LLC (Copiague NY)

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Licenses & Designations

IA

Issued 11/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Natalia M Zimnoch. Review regulatory record here.
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