Lai Mui Chu

Current Employers

Employment History

• 06/2021 → 06/2026
  Transamerica Financial Advisors, Inc
  Norwood, MA
• 09/2015 → 06/2026
  Wfgia
  Norwood, MA
• 05/2015 → 02/2017
  State Street Bank
  Boston, MA
• 02/2017 → 09/2017
  Bny Mellon Bank
  Boston, MA
• 04/2019 → Present
  Asian Community Development Corporation
  Boston, MA
• 08/2024 → Present
  Seven Corners Insurance
  Carmel, IN
• 06/2026 → Present
  Summit Global Investments, Llc
  Norwood, MA

Previous Registrations

• 2026-04-28 → 2026-06-16
  Transamerica Financial Advisors, Llc
  Waltham, MA
  Norwood, MA

Other Businesses

May Chu - Insurance Agent - Investment Related - Variable and Non-Variable Lines - During business hours - Malden, MA - 09/2015 ASIAN COMMUNITY DEVELOPMENT CORPORATION/Investment Related - No/38 Oak Street, Boston, MA 02111 857-449-7123/Offer affordable housing, home buying program, youth program and civic engagement./Building blocks manager/04.2019/160/0/In charge of home buying program, including first time home buyer workshop and counseling service. SEVEN CORNERS INSURANCE POSITION: Travel insurance sales NATURE: Travel insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: 303 Congressional Blvd., Carmel IN 46032, United States DESCRIPTION: I explore travel insurance service for visitors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-16
• S63 Uniform Securities Agent State Law Examination
  2024-02-23