Claudia Ferreira
Claudia Ferreira is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 17 years of industry experience. Claudia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2200 Northern Blvd, Suite 200, East Hills, NY, 11548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Claudia is an independent insurance agent for life, accident, and health insurance since 2009. She also works as an independent insurance agent for life, accident, health insurance, and 401k products, dedicating a few hours per week to this activity since 2012.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Msi Financial Services, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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