Common Contracts

Client Agreement

Client Agreement • April 20th, 2023 • Oklahoma

• Contract Type
  Client Agreement
• Filed
  April 20th, 2023
• Jurisdiction
  Oklahoma

THIS AGREEMENT between Step By Step Financial, LLC. (“Adviser”) and the Client, is effective as of the date on the signature page of this agreement. By signing this Agreement, the Client acknowledges engaging the Adviser to provide advisory services for the Client’s investment account(s).