Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Rodis is an investment advisor representative with Oneamerica Securities, Inc. He has over 39 years of experience in the industry and is registered with the state of Massachusetts. Peter provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses. He is also a Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
03/05/2019 - Present
Oneamerica Securities, Inc. (NEWTON MA)
MA
06/13/2011 - 08/14/2017
ONEAMERICA SECURITIES, INC. (NEWTON MA)
MA
03/20/2007 - 06/16/2011
METLIFE SECURITIES INC. (WALTHAM MA)
MA
03/20/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
MA
04/08/2005 - 12/13/2006
NEW ENGLAND SECURITIES (WALTHAM MA)
NY
01/11/1999 - 02/16/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/16/1997 - 01/29/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
02/27/1987 - 11/16/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
12/16/1983 - 03/17/1987
JOHN HANCOCK DISTRIBUTORS, INC.
NA
06/02/1981 - 12/23/1981
PHOENIX EQUITY PLANNING CORPORATION
NA
12/17/1979 - 05/17/1981
SMA EQUITIES, INC.
BC
Issued 05/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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