Trading Basics Virtual Classroom Fidelity

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How to trade 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 learn the basics of creating and executing a trading strategy. This class will cover the key components of creating and managing a trading plan, including: research and analysis, placing trades, and planning an exit strategy. Wednesday, November 2, 2022
10:30 a.m. - 11:30 a.m. ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan. Wednesday, November 9, 2022
10:30 a.m. - 11:30 a.m. ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed. Wednesday, November 16, 2022
10:30 a.m. - 11:30 a.m. ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades. Wednesday, November 30, 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.

Tuesday, December 6, 2022
2:30 p.m. - 3:30 p.m. ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan. Tuesday, December 13, 2022
2:30 p.m. - 3:30 p.m. ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed. Tuesday, December 20, 2022
2:30 p.m. - 3:30 p.m. ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades. Tuesday, December 27, 2022
2:30 p.m. - 3:30 p.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, January 5, 2023
10:30 am - 11:30 am ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan. Thursday, January 12, 2023
10:30 am - 11:30 am ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed. Thursday, January 19, 2023
10:30 am - 11:30 am ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades. Thursday, January 26, 2023
10:30 am - 11:30 am ET

Presenter

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.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Technical analysis focuses on market action — specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering which stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results. 901954.8.1

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