Brokerage Coaching Trading Strategy Sessions
Brokerage Coaching Trading Strategy Sessions Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you. Find your area of interest and select a session
that fits your schedule:
Daily market briefings: Discuss current market events Options trading: Managing risk, pricing, strategies, and more Trading tools: Calculators, screeners, research and more Trading basics: Finding opportunities, developing a plan, analysis, and more Technical analysis: Applying charting and trends to your trading Live webinar follow-up: Discuss your questions with a professional
Visit the Fidelity Learning Center Events Calendar
Subscribe to receive invitations to our webinars and events 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. The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least four years of qualifying work experience, among other requirements. CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute. The CERTIFIED FINANCIAL PLANNER certification, which is also referred to as a CFP certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP certification, candidates must pass the comprehensive CFP Certification examination, pass the CFP Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks, , in the U.S. 886944.9.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
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Clicking a link will open a new window.h1 Coaching sessions with the Trading Strategy Desk
A unique opportunity to ask your questions to a coach with real trading experience. “The Trading Strategy Desk is a unique team combining experience and acumen to coach clients. We provide insight and analytics into the markets, and help clients implement disciplined and informed investing strategies.” — Kate Ward, Team Leader Trading Strategy DeskOur interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you. Find your area of interest and select a session
that fits your schedule:
Daily market briefings: Discuss current market events Options trading: Managing risk, pricing, strategies, and more Trading tools: Calculators, screeners, research and more Trading basics: Finding opportunities, developing a plan, analysis, and more Technical analysis: Applying charting and trends to your trading Live webinar follow-up: Discuss your questions with a professional
Meet the Trading Strategy Desk team
Stay up-to-date on all of our upcoming events
Visit the Fidelity Learning Center Events Calendar
Subscribe to receive invitations to our webinars and events 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. The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least four years of qualifying work experience, among other requirements. CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute. The CERTIFIED FINANCIAL PLANNER certification, which is also referred to as a CFP certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP certification, candidates must pass the comprehensive CFP Certification examination, pass the CFP Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks
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Chase Cotnoir
James Savage
Jacob Ellis
Albert Marquez
Troy Mahon
Kate Ward
Konstantin Vrandopulo
Andrew McGowin
Nicholas Delisse CFA
Robert Kwon
Coaching sessions with the Trading Strategy Desk
Jonathan Lord CFP
Matt Davison
Peter Janssen
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0