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Licensing

Our Financial Professionals combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Professionals must pass exams to obtain a license to sell products in your state.

 

We have individuals licensed to sell insurance products in the following jurisdictions:

California, Hawaii, Michigan, Nevada, New York, Washington, Texas 

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Samuel K. Lau, domiciled in CA, California Insurance Lic. #0E23335

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Dickson D. Lau, domiciled in CA, California Insurance Lic. #0L79706

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Karen Chan, domiciled in CA, California Insurance Lic. #0I92899

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Securities

We have individuals registered to offer securities in the following jurisdications:

California, Hawaii, Michigan, Nevada, Washington

BrokerCheck Finra

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:

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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Waypointe Financial & Insurance Services is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. 200 N. Pacific Coast Hwy., Suite 1825, El Segundo, CA 90245, Phone (626) 788-9189.

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Waypointe operates as Waypointe Financial and Insurance Services in the State of California.

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