Sheray Ginine Oliver

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 04/2016 → 10/2016
  Total Benefit Communications
  Atlanta, GA
• 08/2016 → 01/2017
  New York Life Insurance Co.
  Charlotte, NC
• 10/2016 → 01/2017
  Nylife Securities Llc
  Charlotte, NC
• 01/2016 → Present
  Retireedu
  Charlotte, NC
• 04/2016 → 07/2021
  Total Benefit Communications
  Atlanta, GA
• 07/2021 → 11/2023
  Resources Investment Advisors, Llc
  Overland Park, KS
• 06/2022 → 11/2023
  Resources Investment Advisors, Llc
  Overland Park, KS
• 11/2023 → Present
  Mma Securities Llc
  Charlotte, NC
• 01/2024 → Present
  Marsh Mclennan Agency
  Charlotte, NC

Previous Registrations

• 2013-05-30 → 2016-04-28
  Newport Group Securities, Inc.
  Charlotte, NC
• 2013-03-05 → 2013-06-05
  Bb&T Institutional Investment Advisers, Inc.
  Greenville, SC

Other Businesses

1.Ms. Oliver is the owner of RetireEDU. RetireEDU builds and maintains partnerships with providers in financial services, retirement & benefit communications, group insurance and enrollment. With RetireEDU, Ms. Oliver provides, for compensation, education services focused on helping employees understand their employer benefit options as contracted by unaffiliated companies. This activity is separate from any role with MMA Securities, and she does not provide such services through RetireEDU to any clients of the Marsh McClennan Agency or MMA Securities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-28