UNIFIED MANAGED ACCOUNT CLIENT AGREEMENTUnified Managed Account Client Agreement • April 14th, 2022 • New York
This Client Agreement (“Agreement”) is entered into by and between, Woodbury Financial Services, Inc. (“WFS” or “Advisor”), a registered investment adviser and securities broker-dealer, VISION2020 Wealth Management Corp. (“Manager”), a registered investment adviser, and the client (“Client”). Investment adviser representative (“Advisory Representative”) is an advisory representative of Advisor and acts on behalf of Advisor.
UNIFIED MANAGED ACCOUNT CLIENT AGREEMENTUnified Managed Account Client Agreement • June 11th, 2021 • New York
This Agreement (“Agreement”) is entered into by and between, Royal Alliance Associates, Inc. (“Royal Alliance” or “Advisor”), a registered investment advisor and securities broker-dealer, VISION2020 Wealth Management Corp. (“Manager”), a registered investment advisor, and the client (“Client”). The Investment Adviser Representative (“Advisory Representative”) is a representative of Advisor and acts on behalf of Advisor.
