Toni Clark

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 03/2019
  New York Life Insurance Co
  New York, NY
• 12/2016 → 03/2019
  Nylife Securities Llc
  New York, NY
• 06/2016 → 09/2016
  Unemployed
  New York, NY
• 11/2018 → 01/2022
  Massmutual Life Insurance Company
  New York, NY
• 03/2019 → 01/2022
  Mml Investors Services, Llc
  New York, NY
• 06/1998 → Present
  Primerica Financial Services
  New Rochelle, NY
• 11/2022 → Present
  Pfs Investments Inc.
  New Rochelle, NY
• 04/2022 → 09/2022
  Tclark Tax Service
  New York, NY
• 01/2022 → 04/2022
  Intuit
  New York, NY
• 12/2024 → Present
  Intuit Inc.
  San Diego, CA

Previous Registrations

• 2019-04-04 → 2022-02-02
  Mml Investors Services, Llc
  New York, NY
• 2005-08-01 → 2010-06-02
  Chase Investment Services Corp.
  New York, NY
  New York, NY

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. TClark Tax Service, Not investment related, New York, NY 10030, Owner/Tax preparer, 30 hours committed per month (0 hours during securities trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-07
• S65 Uniform Investment Adviser Law Examination
  1999-10-26

Other Names

• Toni L Clark
• Toni Clark
• Toni Lynn Clark