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Opes Private Wealth Management

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Forms 

Below you will find the forms and questionnaires necessary to get started with our firm.

 

Opes New Account Form

Opes Account Transfer Form

Opes IRA Application

Opes IRA Beneficiary

Budget Data Form

College Planning Questionnaire

Detailed Financial Planning Questionnaire

Retirement Lifestyle Workbook

Social Security Planning Questionnaire

 

 

 

 

 

 

 

Opes Private Wealth Management financial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. Legal Disclosure Customer Relationship Summary

 Marc Lowlicht Form 2B

Zachary Eisner Form 2B

 

Investments may lose value. Not FDIC insured. 

 

 

                                                                                                                                                                                                                                                                                                                                                          

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck