Peter Rodis
Investment Adviser Representative at Oneamerica Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Rodis is an investment adviser representative with Oneamerica Securities, Inc. in Newton, MA, where they have been registered since 2019. They have worked in the securities industry since 1984 and were previously registered with Secure Investment Management, LLC. They have passed 5 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 22 (direct participation programs). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
1 state or territory
Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American United LIFEJun 2011 – Jul 2017Waltham, MA
- Oneamerica SecuritiesJun 2011 – Aug 2017Waltham, MA
- Secure Investment Managment, LLCAug 2017 – Feb 2019Tucson, AZ
- J.D. Mellberg Financial, LLCJul 2017 – Feb 2019Tucson, AZ
- American United LifeFeb 2014 – no end date reportedNewton, MA
- OneAmerica SecuritiesFeb 2019 – no end date reportedNewton, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneamerica Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 343
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-56819
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 28, 2026
View full firm profileOther advisors at Oneamerica Securities, Inc.
Showing 12 of 343 in the directory
Similar advisors in Newton, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Rodis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched