Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Clark is a financial advisor with PFS Investments Inc. Toni has been in the financial services industry since 2004. Toni holds licenses to provide investment advice and securities transactions. Toni specializes in providing investment advice to individuals. Toni is also a licensed tax preparer, owning and operating TClark Tax Service in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/21/2022 - Present
PFS Investments Inc. (NEW ROCHELLE NY)
NY
03/26/2019 - 02/02/2022
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
12/12/2016 - 03/06/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
06/25/2014 - 01/05/2016
METLIFE SECURITIES INC. (EAST HILLS NY)
NY
08/23/2013 - 05/09/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/29/2005 - 06/02/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
TX
06/09/2005 - 07/19/2005
ADP CLEARING & OUTSOURCING SERVICES, INC. (DALLAS TX)
NE
11/07/2003 - 06/15/2005
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
01/17/2001 - 11/11/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
03/28/2000 - 09/29/2000
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/06/1999 - 03/15/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/06/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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