Claudia
Ros

Oneamerica Securities, Inc

CRD#2224985
Investment Advisor
in Miami, FL

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About this Advisor

Claudia Ros is a certified financial planner and chartered financial consultant operating out of Miami, Florida who has 12 years of relevant experience. Ros is on the advisory team at Oneamerica Securities, Inc. Throughout their career, they have worked at American United Life and Oneamerica Securities. Ros maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California and Florida. Oneamerica Securities, Inc is a financial advisory business based in Indianapolis, IN. The company has offices in 107 locations and a total of 357 employees. It controls $158 million in assets across its 1,970 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,970 accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Oneamerica Securities, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7480 Sw 40Th Street Suite 602
Miami, FL 33155

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

FL Average: $1,347,246,178
Total Number of Employees

357

FL Average: 46
Total Number of Accounts

1,970

FL Average: 1,775
Average Account Size

$80,220

FL Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Claudia Ros Work History

Claudia has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Oneamerica Securities

2009 - Present (15 years)

American United Life

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claudia Ros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneamerica Securities, Inc

Byron Smith
Loveland, OH
James Hightower
Indianapolis, IN
Jeremy Lloyd
Carmel, IN
Russell Tepper
Parsippany, NJ
Tina Booze
Indianapolis, IN
Collin Jamieson
Newport Beach, CA
Nathaniel Hudson
Indianapolis, IN
Katherine Bennett
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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