This page summarizes certain Know Your Client (KYC) data you have provided during the fact finding process. Accounts and/or assets marked with an * have not been offered, sold and/or serviced by Next Level Advisors (NLA) or its affiliates. Valuations of all assets are just estimates provided by you and NLA to summarize your financial situation. NLA makes no representation of the real values. This is not an official record of your assets or any account and/or contract and it is provided for your convenience and information only. Please verify this data and advise us of any inaccuracies. NLA will not monitor or provide service regarding non-managed accounts.