Active Trader Pro Webinar Training Investment Knowledge Fidelity

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Active Trader Pro A weekly class for beginners

Our trading professionals at the Trading Strategy Desk will conduct a 4-week virtual classroom course with a small group of investors who would like to maximize the capability of the Active Trader Pro platform. This class will cover key concepts and practical application of the program including: initial set-up, placing trades, charting, and options analysis. There will be homework assigned after each session to help you apply your growing knowledge. Each class will build on the prior week's class, so please plan on registering for and attending all 4 weeks. These sessions are fully interactive, you will be able to ask questions, and we will show you the online tools to help you apply your knowledge. Monday, November 7, 2022
12:00p.m. - 1:00p.m. ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Monday, November 14, 2022
12:00p.m. - 1:00p.m. ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts. Monday, November 21, 2022
12:00p.m. - 1:00p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas. Monday, November 28, 2022
12:00p.m. - 1:00p.m. ET

Presenter

Jacob Ellis began his career at Fidelity Investments in 2015. Until joining the Trading Strategy Desk, he spent several years in our Active Trader Services function. Jacob earned a master of science finance degree from the University of Utah in 2019, and also serves in the U.S. Army Reserve Finance Corps. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10).

Wednesday, December 7, 2022
10:30 am – 11:30 am ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Wednesday, December 14, 2022
10:30 am – 11:30 am ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts. Wednesday, December 21, 2022
10:30 am – 11:30 am ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas. Wednesday, December 28, 2022
10:30 am – 11:30 am ET

Presenters

Nicholas Delisse, CFA, joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk since June 2014. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.

Tuesday, January 3, 2023
2:30 pm – 3:30 pm ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Tuesday, January 10, 2023
2:30 pm – 3:30 pm ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts. Tuesday, January 17, 2023
2:30 pm – 3:30 pm ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas. Tuesday, January 24, 2023
2:30 pm – 3:30 pm ET

Presenter

Albert Marquez began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Registered Securities Representative (Series 7/63).

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read . Supporting documentation for any claims, if applicable, will be furnished upon request. 858095.22.1

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