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Frequently Asked Questions

Answers to All Your Doubts

Where can I get historical and current tax forms?

Use the button above to log into Client Portal and access your tax forms for the past five (5) most recent calendar years.

  1. Log into Client Portal.

  2. Click the Performance & Statements menu followed by Tax Documents under Reports**.**

  3. In the Tax Forms area select the relevant tax year to view the tax forms currently available for your account.

Are you a registered Broker Dealer?

Yes, First Omega, LLC is a Broker-Dealer registered with the United States Securities and Exchange Commission (SEC), with the Financial Industry Regulatory Authority (FINRA).
Also First Omega, LLC is a member of the Securities Investor Protection Corporation (SIPC).

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