Virtual classroom details
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.
May 2023
| Session | Date and time |
|
Week 1: Setting up Active Trader Pro®
Print and complete the homework assignment from Week 1 (PDF) |
Monday, May 3, 2023
12:00 - 1:00 p.m. ET |
|
Week 2: Placing trades and monitoring orders
Print and complete the homework assignment from Week 2 (PDF) |
Monday, May 10, 2023
12:00-1:00 p.m. ET |
|
Week 3: Using the advanced charting capabilities
Print and complete the homework assignment from Week 3 (PDF) |
Monday, May 17, 2023
12:00-1:00 p.m. ET |
|
Week 4: Trading and analyzing options
|
Monday, May 24, 2023
12:00-1:00 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).
June 2023
| Session | Date and time |
|
Week 1: Setting up Active Trader Pro®
Print and complete the homework assignment from Week 1 (PDF) |
Thursday, June 1, 2023
10:30 - 11:30 a.m. ET |
|
Week 2: Placing trades and monitoring orders
Print and complete the homework assignment from Week 2 (PDF) |
Thursday, June 8, 2023
10:30 - 11:30 a.m. ET |
|
Week 3: Using the advanced charting capabilities
Print and complete the homework assignment from Week 3 (PDF) |
Thursday, June 15, 2023
10:30 - 11:30 a.m. ET |
|
Week 4: Trading and analyzing options
|
Thursday, June 22, 2023
10:30 - 11:30 a.m. ET |
Presenter
Nicholas D. 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.
July 2023
| Session | Date and time |
|
Week 1: Setting up Active Trader Pro®
Print and complete the homework assignment from Week 1 (PDF) |
Monday, July 10, 2023
10:30 - 11:30 a.m. ET |
|
Week 2: Placing trades and monitoring orders
Print and complete the homework assignment from Week 2 (PDF) |
Monday, July 17, 2023
10:30 - 11:30 a.m. ET |
|
Week 3: Using the advanced charting capabilities
Print and complete the homework assignment from Week 3 (PDF) |
Monday, July 24, 2023
10:30 - 11:30 a.m. ET |
|
Week 4: Trading and analyzing options
|
Monday, July 31, 2023
10:30 - 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. Troy also holds the Chartered Financial Consultant designation.