Coaching sessions with the Trading Strategy Desk®

Unique educational webinars on a variety of topics for all levels of investors.

The Trading Strategy Desk® at Fidelity is here to assist investors with developing and implementing more informed trading strategies. By leveraging Fidelity's tools, they provide education on fundamental stock research, technical trading, position & risk management, and advanced options strategies.


As a valued Fidelity client, we would like to invite you to join Fidelity's Trading Strategy Desk® for one of our upcoming virtual training sessions. These are exclusive invitation-only events and have limited availability. Our interactive sessions focus on a wide range of trading related topics and allow investors to ask questions and discuss their trading experiences with members of the Trading Strategy Desk® during a guided discussion. Our educational sessions include:


  • Designing entry and exit strategies for a security using technical analysis
  • Managing risk with options
  • Using fundamental analysis and screeners to help identify trading opportunities
  • Using Fidelity's tools and resources to make trading decisions
  • Daily market updates


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