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Fidelity Brokerage Workshop - ETFs and Options

Date: August 12, 2014

Register for these innovative real-time webinars and get insight from Fidelity professionals on two important investing topics. Each workshop consists of a classroom session followed by an interactive session you can participate in. Choose to attend one or both webinars by registering for each webinar on the right-hand side of this page.

Register for one, or both, webinars now.

Times Agenda
9:45 - 10:45 am (ET)

Launch Into Trading Options Workshop

Presented by Marty Kearney and Chip McLetchie

10:45 - 12:00 p.m. (ET)

Interactive Session

12:00 pm (ET) Morning Session Concludes
1:45 - 2:45 p.m.(ET)

Beginning to Master ETFs Workshop

Presented by Heather Knight and Chip McLetchie

2:45 - 4:00 p.m. (ET)

Interactive Session

4:00 p.m. (ET) Event concludes

Launch Into Trading Options Workshop

Learn about buying options, covered call writing, protective puts, cash secured and more of the most popular options strategies.

Beginning to Master ETFs Workshop

Ground yourself in the basics of ETFs, how to use and compare them, and how to use the online Fidelity ETF Center to create and refine strategies.


Marty Kearney, Director, CBOE, Senior Staff Instructor, The Options Institute

Mr. Kearney is the co-author of Understanding LEAPS®, published by McGraw-Hill, released in September of 2002 and a contributing author of Options: Essential Concepts and Strategies (3rd edition), edited by The Options Institute, the educational arm of the Chicago Board Options Exchange (CBOE).

Mr. Kearney began his long association with the CBOE when he became an independent Market Maker in early 1981. Mr. Kearney traded equity options full time on the trading floor until 1992 and periodically thereafter until 1996.

In early 1992 he became a founding partner and Registered Options Principal of a brokerage firm based in Chicago, a member firm of the CBOE. Mr. Kearney’s responsibilities included development and implementation of hedging and trading strategies using listed options for their institutional clients as well as their retail investors. Mr. Kearney authored a weekly strategy letter for over four years, and composed the daily comments on the firms’ website, which he helped develop.

He has been a regular contributor to many news services including Reuters, Group W, The CBS Radio Network, Derivatives Week, BARRON’S, FORTUNE, Ticker Magazine, Stock Futures and Options, CNBC, Bloomberg, NPR, BBC Radio and TV and others. Mr. Kearney served on various committees at the CBOE, including the Arbitration Committee from 1984 to 1996. Prior to joining the CBOE Mr. Kearney was a marketing director for NCR Corporation. Mr. Kearney is a graduate of St. Mary’s University (MN), BS, 1971, and pursued his MBA at Lake Forest Graduate School of Management. In 2006 he completed a 3-year SII/SIA program at the Wharton School of the University of Pennsylvania.

At The Options Institute his duties include helping brokers develop new business with conservative option strategy such as covered- writing and portfolio hedging. He also trains brokerage firms’ compliance department staff. His new duties are as Editor at the CBOE Option Hub, which all aspects of social media, including the CBOE Blogging Community, Twitter, Linked-in and Facebook.

Heather Knight, Regional Brokerage Consultant

Heather Knight is the Regional Brokerage Consultant for the southeast region for Fidelity Investments. Her primary responsibility is to educate traders and active investors about the tools and services that are provided by Fidelity Investments. Additionally, Heather conducts educational seminars on topics such as, research and options, market mechanics, fundamental and technical trading, and using Fidelity's trading software.

In Heather's twelve years of experience in the Financial Services Industry, she has worked with Jefferson Pilot Financial as an Annuity Retention Specialist and then at AG Edwards as a Registered Financial Associate. Prior to her current role, Heather worked with and educated Fidelity clients and prospects as an active trader consultant within the New York and New Jersey areas. She was also an equity and options trader for Fidelity's Active Trader Services group where her responsibilities included trading, portfolio oversight, and risk managements as she assisted Fidelity's most sophisticated retail traders. Heather Knight holds her series 4, 7, and 66 registrations and has been with Fidelity since 2007.

Chip McLetchie, Regional Brokerage Consultant

Chip is the Regional Brokerage Consultant for New England. His primary responsibility is to educate both self-directed investors and Fidelity’s financial planners about Fidelity’s award-winning brokerage offering.

Additionally, Chip conducts educational webinars on topics such as stock research, fixed income, options, market mechanics, fundamental and technical analysis, and exchange-traded funds.

In Chip’s ten years of experience with Fidelity, he has worked in a number of roles in which he worked directly with Fidelity’s high net worth, self-directed investors. Chip has also spent a number of years working with Fidelity employees to ensure their understanding of Fidelity’s ever-evolving and award- winning brokerage offering.

Chip McLetchie has a degree in Economics from Bates College, a MBA from the D’Amore McKim School of Business at Northeastern University and holds a series 4, 7, and 63 registrations as well as his insurance licenses in Massachusetts and has been with Fidelity since 2004.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

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