Common Contracts

ALENA Wealth LLC Financial Planning Agreement

Financial Planning Agreement • October 1st, 2020 • Massachusetts

• Contract Type
  Financial Planning Agreement
• Filed
  October 1st, 2020
• Jurisdiction
  Massachusetts

This Financial Planning Agreement (“Agreement”) is entered into by and between ALENA Wealth LLC (“Adviser”), a registered investment adviser and [select one: Marioleni “Lena” Mandelis or Alan A. Ioffredo], Investment Adviser Representative (“Representative”) and _________________________________ (“Client”), whereby Client desires to receive financial planning services as outlined below.

Financial Planning Agreement

Financial Planning Agreement • February 23rd, 2017 • Massachusetts

• Contract Type
  Financial Planning Agreement
• Filed
  February 23rd, 2017
• Jurisdiction
  Massachusetts

This Financial Planning Agreement (“Agreement”) is entered into by and between ALENA Wealth LLC (“Adviser”), a registered investment adviser and Marioleni “Lena” Mandelis, Investment Adviser Representative (“Representative”) and