Peter Rodis, financial advisor Newton MA

Peter Rodis

CRD Number: 702155
Current Firm: Oneamerica Securities, Inc.

Peter Rodis (CRD# 702155) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oneamerica Securities Newton, MA Feb 2019 - Current 5
American United Life Newton, MA Feb 2014 - Current 10
Secure Investment Managment, LLC Tucson, AZ Aug 2017 - Feb 2019 1
J.d. Mellberg Financial, LLC Tucson, AZ Jul 2017 - Feb 2019 1
Oneamerica Securities Waltham, MA Jun 2011 - Aug 2017 6
American United Life Waltham, MA Jun 2011 - Jul 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1980
Contact Info for Peter Rodis
Phone Number: 877-285-3863
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    1,970
    ACCOUNTS
  • Average Account Value
    $80,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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