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Sheray Ginine Oliver

MMA Securities LLC

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About Sheray Ginine Oliver

Sheray Ginine Oliver is an investment advisor representative with MMA Securities LLC. Sheray has been working in the financial industry since 2016. She is registered with the state of North Carolina as an Investment Advisor Representative. Sheray has Series 6, Series 65 and SIE licenses. She is a former employee of NYLIFE Securities LLC and Delaware Distributors, L.P. Sheray also has a background in retirement and benefit communications. Sheray Oliver is currently an owner of RetireEDU, a company that provides education services focused on helping employees understand their employer benefit options.

Firm Information

Sheray Oliver 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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Sheray Oliver’s Registration & Firm History

NC

01/17/2024 - Present

MMA Securities LLC (Charlotte NC)

NC

11/21/2016 - 02/06/2017

NYLIFE SECURITIES LLC (CHARLOTTE NC)

PA

03/29/1999 - 05/06/2002

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 10/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sheray Ginine Oliver.
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