NZ
Natalia M. Zimnoch
LIFEMARK SECURITIES
Copiague, NY 11726
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CRD#: 6653881
NZ
Professional summary
Natalia M Zimnoch, who also goes by Natalia Zimnoch, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Copiague, New York.
Natalia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Natalia has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Natalia Zimnoch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
USING ZIMNOCH FINANCIAL GROUP FOR LIFEMARK SECURITIES BUSINESS. (1) ZIMNOCH FINANCIAL GROUP / INVESTMENT RELATED / 1909 GREAT NECK RD, SUITE 200, COPIAGUE, NY 11726 / OWNER, INDEPENDENT INSURANCE AGENT /START 3/1/2018 / 65 HOURS/MONTH / 40 HOURS/MONTH DURING TRADING HOURS / SALES AND SERVICE OF LIFE, HEALTH, MEDICARE, MEDICAL & FIXED ANNUITIES PRODUCTS. (2) DJ NAT / NOT INVESTMENT RELATED / 1909 GREAT NECK RD, SUITE 200, COPIAGUE, NY 11726 / DISC JOCKEY / START 2012 / 1 HOUR/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / DJ AT PRIVATE EVENTS. (3) EXPRES TRAVEL / NOT INVESTMENT RELATED / 1909 GREAT NECK RD, COPIAGUE, NY 11726 / ASSISTANT / START 2007 / 1 HOUR/MONTH / .5 HOURS/MONTH DURING TRADING HOURS / UNPAID ASSISTANT AT FAMILY-OWNED TRAVEL AGENCY. EXPRES TRAVEL ALSO PROVIES WESTERN UNION TRANSFER SERVICES. (4) CRYPTO CONSULTANTS / NOT INVESTMENT RELATED / 1909 GREAT NECK RD, SUITE 200, COPIAGUE, NY 11726 / CONSULTANT / START 02/2022 / CRYPTOCURRENCY CONSULTING THAT IS EDUCATIONAL ONLY. (5) Z EQUITIES / NOT INVESTMENT RELATED / 1909 GREAT NECK RD, COPIAGUE, NY 11726 / TREASURER AND SECRETARY/ START 01/2019 /1% PARTNERSHIP/SHAREHOLDER IN FAMILY REAL ESTATE PARTNERSHIP. TREASURER POSITION INCLUDES WRITING CHECKS ONLY, NO INVESTMENT AUTHORITY. (6) MARCONIVILLE INDUSTRIES / NOT INVESTMENT RELATED / 1909 GREAT NECK RD, COPIAGUE, NY 11726 / OWNER, PASSIVE INVESTOR / START 11/2023 / 1 HOUR/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / PASSIVE INVESTOR.
CRS (Client Relationship Summary) - RIA
Click below to view Natalia M Zimnoch's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Natalia M Zimnoch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2022 - Present
LIFEMARK SECURITIES CORP.
Office #1: 1909 Great Neck Road, Ste 200, Copiague, NY 11726RIA
BD
CRD#: 16204
Copiague, NY
Current
February 2, 2022 - Present
LIFEMARK SECURITIES CORP.
Office #1: 1909 Great Neck Road, Ste 200, Copiague, NY 11726RIA
BD
CRD#: 16204
Copiague, NY
Past
November 16, 2021 - February 4, 2022
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Copiague, NY
Past
August 2, 2018 - February 4, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Copiague, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.
CRD#: 16204 / SEC#: 801-68438, 8-33478
RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/2/2022)
RR
Florida(8/22/2022)
RR
New Jersey(8/17/2023)
RR
New York(2/2/2022)
IAR
New York(2/2/2022)
RR
North Carolina(3/13/2023)
RR
South Carolina(3/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.
CRD#: 16204 / SEC#: 801-68438, 8-33478
RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
400 West Metro Park, Rochester, NY 14623
Mailing Address
400 West Metro Park, Rochester, NY 14623
Phone number
(585) 424-5672
Established
New York since 04/04/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
88
SEC notice filing (46 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KALINOWSKI, ANDREW JOSEPH | VP / BOARD MEMBER/SECRETARY | 263409 |
| MICCICHE, VINCENT JR | TREASURER/ FINOP/PFO/POO | 702149 |
| PRISCO, JAMES JOSEPH | CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | 2653402 |
| PRISCO, JAMES JOSEPH | PRESIDENT / BOARD MEMBER | 2653402 |
| GEORGIEV, ALEXANDRE JR. | CCO OF THE RIA / DIRECTOR OF OPERATIONS | 5307830 |
Regulatory assets under management
| Total Number of Accounts | 2,021 |
| AUM (Assets Under Management) | $ 461,475,636 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
