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Claudia Maxine Spence

Expert Financial Advisor & Portfolio Manager

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Claudia Maxine Spence

Claudia Maxine Spence

CRD: 5466952 Broker & Financial Advisor

Current Firm

MML Investors Services, LLC

ABOUT Claudia Maxine Spence

PROFILE: Claudia Maxine Spence is an experienced financial professional with 18 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and is currently affiliated with MML Investors Services, LLC in Plantation, Florida. Claudia has maintained a long-standing relationship with MML Investors Services, having first registered with the firm in 2008, and also gained experience with MSI Financial Services. Her nearly two decades of industry experience and licenses across 26 states reflect a broad professional background in brokerage and investment advisory services.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with MML Investors Services, LLC
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 26 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

18 years

18 years. With 18 years of experience in the financial services industry, Claudia Maxine Spence has built a long-standing career in brokerage and investment advisory services, including extensive affiliations with MML Investors Services and MSI Financial Services.

Professional Statistics

18
Years of Experience
2
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

8151 Peters Road Suite 1700 Plantation, FL 33324

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Top traded (24h)
Stocks & Indices
Top traded (24h)
Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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