Halee Rose Dickinson

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 03/2026
  Edward Jones
  St Louis, MO
• 12/2020 → 06/2022
  Old National Bank
  Evansville, IN
• 06/2023 → 01/2024
  St. Philip's Inn
  Evansville, IN
• 02/2019 → 12/2020
  First Federal Savings Bank
  Evansville, IN
• 07/2019 → 09/2023
  Longhorn Steakhouse
  Evansville, IN
• 09/2017 → 06/2018
  Ministerio De Educacion De Espana
  Cartagena
• 06/2017 → 09/2017
  Charlotte Russe
  Greece, NY
• 06/2017 → 09/2017
  Applebee's
  Greece, NY
• 09/2013 → 06/2017
  State University Of New York At Fredonia
  Fredonia, NY
• 07/2018 → 09/2018
  Unemployed
  Brockport, NY
• 10/2015 → 05/2017
  Suny
  Fredonia, NY
• 10/2018 → 01/2019
  Med Scribe Inc
  Pittsford, NY
• 04/2026 → Present
  Transamerica Life Insurance Company
  Evansville, IN
• 04/2026 → Present
  Transamerica Investors Securities, Llc
  Evansville, IN

Previous Registrations

• 2024-04-08 → 2026-03-23
  Edward Jones
  Evansville, IN
  St. Louis, MO
  Evansville, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01