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Israel J Gratrix

MMA Securities LLC

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About Israel J Gratrix

Israel Gratrix is a Registered Representative with MMA Securities LLC. He is also an Investment Advisor Representative with the firm. Israel Gratrix has been in the industry since July 2023 and has experience working with Pruco Securities, LLC. His previous employment experience includes roles at Brownstein Hyatt Farber Schreck, Llp, Golden Chamber Of Commerce, Medium Voltage Accessory, Footlocker, Kohls, and The Prudential Insurance Company Of America. Israel Gratrix is currently registered with the state of California. He holds the Series 66, Series 7, and SIE licenses. Israel Gratrix provides advisory services to retirement plan participants.

Firm Information

Israel Gratrix is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Israel Gratrix’s Registration & Firm History

CA

05/24/2024 - Present

MMA Securities LLC (San Diego CA)

CA

11/14/2023 - 05/10/2024

PRUCO SECURITIES, LLC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 01/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Israel J Gratrix. Review regulatory record here.
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