Common Contracts

Client Agreement Financial Planning

Financial Planning Client Agreement • June 9th, 2017 • New York

• Contract Type
  Financial Planning Client Agreement
• Filed
  June 9th, 2017
• Jurisdiction
  New York

This Financial Planning Client Agreement (the “Agreement”) is between Park Avenue Securities LLC (“PAS”), a registered investment adviser, through its investment advisory representative named above (the “Financial Adviser”), and the undersigned client (hereinafter referred to as the “Client”).