Perry
Rose
Oneamerica Securities, Inc
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About this Advisor
Perry Rose is a chartered financial consultant working in Villa Park, Illinois with 4 years of industry experience. Rose is an employee of Oneamerica Securities, Inc. Throughout their career, they have worked at Axa Advisors, LLC, American United Life and Oneamerica Securities. Rose has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Colorado, Florida, Illinois and New York. Oneamerica Securities, Inc is a registered investment company operating out of Indianapolis, IN. The firm has offices in 107 locations and a total of 357 people on staff. It handles $158 million in assets under management across its 1,970 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,970 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. Oneamerica Securities, Inc provides a number 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. Fees for financial advisory services are based on which services are offered. Fees charged by Oneamerica Securities, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
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
Perry Rose Work History
Perry has been registered as a financial advisor for 4 years.*
American United Life
Oneamerica Securities
Axa Advisors, LLC
*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 Perry Rose to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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