Liz Charron, a Registered Principal, Ralph Johnston,III an Investment Advisory Representative, Phil Maliniak, a Registered Principal and Xerxes Nabong, an Investment Advisory Representative offer securities and advisory services through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Reservoir Financial LLC and United Planners are independent companies.
This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by United Planners Financial Services of America, or their subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and United Planners makes no representations as to their value. 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. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. United Planners makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. United Planners will not monitor or provide service regarding non-managed assets. United Planners, a Limited Partnership, member FINRA/SIPC. All Rights Reserved (c) 2023 - Asset-Map(r), LLC