Common Contracts
1 similar Client Agreement contracts
CLIENT AGREEMENTClient Agreement • July 13th, 2021
The following outlines various terms and conditions of opening and maintaining an account and/or engaging in investment advisory services and provides disclosures that are designed to help you, the investor, understand the products and services available to you through PlanMember Securities Corporation (“PSEC”), a registered broker/dealer and registered investment adviser, and its affiliate PlanMember Services Corporation (“PSC”). PSEC and PSC are collectively referred to as “PlanMember,” “the Firm,” “our” or “us.”
