Skip to content

Natalia M Zimnoch

Investment adviser representative at Lifemark Securities Corp.
19 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 yearsFirm in business

Are you Natalia M Zimnoch? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Marconiville IndustriesNov 2023 to now
  2. Lifemark Securities Corp.Feb 2022 to now
  3. Crypto ConsultantsFeb 2022 to now
  4. Z Equities PartnershipJan 2019 to now
  5. Zimnoch Financial GroupMar 2018 to now
  6. Dj NatMay 2012 to now
  7. Expres TravelMay 2007 to now
  8. MML Investors Services, LLCMay 2018 to Jan 2022
  9. MML Investors Services, LLCJun 2016 to Dec 2017
  10. Mass Mutual Life Insurance CoJun 2014 to Jan 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Lifemark Securities Corp.

$424.9MAssets managed
1,053Clients
77Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6653881
Firm CRD
16204
Advisor's SEC record (opens in a new tab)
CallContact this firm