Starting Options Trading Webinar for Beginners
Starting Options Trading Webinar for Beginners 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.
10:30 a.m. - 11:30 a.m. ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Monday, November 14, 2022
10:30 a.m. - 11:30 a.m. ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Monday, November 21, 2022
10:30 a.m. - 11:30 a.m. ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Monday, November 28, 2022
10:30 a.m. - 11:30 a.m. ET
Thursday, December 1, 2022
10:30 a.m. - 11:30 a.m. ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Thursday, December 8, 2022
10:30 a.m. - 11:30 a.m. ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Thursday, December 15, 2022
10:30 a.m. - 11:30 a.m. ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Thursday, December 22, 2022
10:30 a.m. - 11:30 a.m. ET
Friday, January 6, 2023
10:30 am - 11:30 am ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Friday, January 13, 2023
10:30 am - 11:30 am ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Friday, January 20, 2023
10:30 am - 11:30 am ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Friday, January 27, 2023
10:30 am - 11:30 am ET
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. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, and collars, as compared with a single option trade.
Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917
1030959.1.1
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.Getting started A weekly options 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 are seeking to understand options trading. This class will cover key concepts and practical application, including: what options are, common options strategies, and how to apply those strategies in your portfolio. 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 classes are designed for those investors who have an approved options agreement on file but haven't traded yet, or have traded options only once or twice. Monday, November 7, 202210:30 a.m. - 11:30 a.m. ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Monday, November 14, 2022
10:30 a.m. - 11:30 a.m. ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Monday, November 21, 2022
10:30 a.m. - 11:30 a.m. ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Monday, November 28, 2022
10:30 a.m. - 11:30 a.m. 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).Thursday, December 1, 2022
10:30 a.m. - 11:30 a.m. ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Thursday, December 8, 2022
10:30 a.m. - 11:30 a.m. ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Thursday, December 15, 2022
10:30 a.m. - 11:30 a.m. ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Thursday, December 22, 2022
10:30 a.m. - 11:30 a.m. ET
Presenter
Troy Mahon, joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics.Friday, January 6, 2023
10:30 am - 11:30 am ET
Week 2: Buying options
This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Friday, January 13, 2023
10:30 am - 11:30 am ET
Week 3: Selling options
This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Friday, January 20, 2023
10:30 am - 11:30 am ET
Week 4: Options trade management
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy. Friday, January 27, 2023
10:30 am - 11:30 am ET
Presenter
Jonathan Lord, CFP joined Fidelity in 2012 as a trader. He spent several years on the Active Trader VIP desk and recently joined the Trading Strategy Desk in 2021. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP). Prior to joining Fidelity, Jonathan graduated from Texas Tech University with a bachelor’s degree in Finance.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. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, and collars, as compared with a single option trade.
Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917
1030959.1.1