Active Trader Pro® A weekly class for beginners

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®
The basics, benefits of using Active Trader Pro ® as well as general navigation of the platform.

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
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

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
Learn about the components of creating a technical system and how to apply these concepts to your charts.

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
Review different ways of finding, analyzing, and trading your options strategy ideas.

Monday, May 24, 2023
12:00-1:00 p.m. ET

Presenter

Albert Marquez

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®
The basics, benefits of using Active Trader Pro ® as well as general navigation of the platform.

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
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

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
Learn about the components of creating a technical system and how to apply these concepts to your charts.

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
Review different ways of finding, analyzing, and trading your options strategy ideas.

Thursday, June 22, 2023
10:30 - 11:30 a.m. ET

Presenter

Nicholas Delisse, CFA®

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®
The basics, benefits of using Active Trader Pro ® as well as general navigation of the platform.

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
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

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
Learn about the components of creating a technical system and how to apply these concepts to your charts.

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
Review different ways of finding, analyzing, and trading your options strategy ideas.

Monday, July 31, 2023
10:30 - 11:30 a.m. ET

Presenter

Troy Mahon, ChFC®

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.

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

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