Upcoming Events

Who Should Attend Individuals 59 1/2+
Time & Date Tuesday, 10/12/2010 - 7:00pm
Location Karl H. Romero & Associates, Inc.
1585 E. 17th St
Santa Ana, CA 92705
How to RSVP Please contact Johnna Iantorno at 714 547-8787 x 121

 

Who Should Attend Individuals 59 1/2+
Time & Date Wednesday, 10/13/200 - 7:00pm
Location

Marcus & Millichap
19800 MacArthur Boulevard
Irvine, CA 92612-2420

How to RSVP Please contact Johnna Iantorno at 714 547-8787 x 121

Click on image for a printable .PDF copy of this flyer.


Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset management through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519. LPL Financial & Karl Romero & Associates do not provide legal or tax advice or services and are not affiliated with Dan Lively or the services he provides.


 

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No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security,
nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be
unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial LLC disclosed on this site may only discuss
securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA.

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC.

Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519

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.