Aileen M Dizon

Current Employers

Employment History

• 01/2015 → Present
  Transamerica Financial Advisors, Inc
  Arlington, TX
• 02/2009 → Present
  World Financial Group, Inc.
  Arlington, TX
• 10/2014 → 01/2018
  Beamm Partners Llc
  Dallas, TX
• 03/2015 → Present
  Ae Dizon Llc
  Dallas, TX
• 06/2017 → Present
  Heartland Institute Of Financial Education, College Consultant
  Dallas, TX
• 09/2021 → Present
  National Association Of Registered Social Security Analysts
  Richardson, TX
• 08/2022 → Present
  Voluntary Benefits @ Work
  Marrietta, GA
• 12/2022 → Present
  Christus Health
  Irving, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS | NOT INVESTMENT RELATED | SOCIAL SECURITY ANALYSIS | RSSA | 800 E CAMPBELL RD STE 310 RICHARDSON TX 75081 | START DATE: 09/14/2021 | 20HR/MO-1HR DURING TRADING | POSSIBLY HOLD WORKSHOPS TO THE PUBLIC LIKE IN LIBRARIES OR OTHER FACILITIES TO PROVIDE INFORMATION SOCIAL SECURITY. AE DIZON, LLC/NOT INVESTMENT RELATED/MANAGING MEMBER/3.19.2015/8111 LBJ FWY, SUITE 100, DALLAS, TX 75251/THIS LLC HAS NO INCOME AND IS A PASS THROUGH ENTITY FOR WFG BUSINESS EXPENSE, REPORTING, AND TRACKING PURPOSES. MY HUSBAND'S AND MY BUSINESS CREDIT CARD, AND BUSINESS CHECKING ARE TIED TO THIS LLC/TRACKING EXPENSE REPORTS, CONSOLIDATION FOR TAX REPORTING PURPOSES./HOURS.MONTHS: 2 HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, COLLEGE CONSULTANT/NOT INVESTMENT RELATED/COLLEGE CONSULTANT/6.24.2017/8111 LBJ FWY, SUITE 100, DALLAS, TX 75251/COLLEGE COACHING PROGRAM FOR STUDENTS IN HIGH SCHOOL OR OLDER/OCCASIONAL SEMINARS AT MY WFG/WSB OFFICE LOCATIONS, AND OCCASIONALLY DOING PUBLIC APPEARANCE AT PUBLIC LIBRARIES./HOURS.MONTH: 2 VOLUNTARY BENEFITS @ WORK POSITION: agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 08/18/2022 ADDRESS: 2121 Newmarket Pkwy SE, Suite 100, Marietta GA 30067, United States DESCRIPTION: Insurance sales and marketing of Transamerica's TransElite product through appointment with VB Work to small businesses. Daily activities include marketing and new business solicitation. CHRISTUS HEALTH POSITION: HR Information System Analyst Senior NATURE: Health Care INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 12/05/2022 ADDRESS: 919 Hidden Ridge, Irving TX 75038, United States DESCRIPTION: Working as a full-time employee for CHRISTUS Health responsible for providing support and project implementation service in the Human Resources Information Systems department.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-04
• S63 Uniform Securities Agent State Law Examination
  2015-05-12