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NY Life – Keith McDonald

Topics of Discussion: California Muni bonds and national muni bonds

Attendees: Dan Romero & Greg Tobey

Location: El Matatan

Time: 1:15pm

Estimated Cost: $30pp

LPL Financial Research

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Check the background of this firm on FINRA’s BrokerCheck »

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, MD, MI, MN, MS, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY.

Daniel Romero is a registered representative with and securities offered through LPL Financial, a registered investment advisor and member FINRA/ SIPC.

Daniel Romero is domiciled, and his principle place of business is in CA.
CA Insurance # 0C54180

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.