Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).
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.
The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least four years of qualifying work experience, among other requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
The CERTIFIED FINANCIAL PLANNER™ certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks<CFP®>, <CERTIFIED FINANCIAL PLANNER™>, <CFP® (with plaque design), and <CFP® (with flame design)> in the U.S.