Cale C. Bearden has been with Fidelity Investments since September of 2013 and is currently a member of Fidelity's Trading Strategy Desk. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Cale graduated from Hardin-Simmons University with a Bachelor's degree in Finance.
Portfolio monitoring and position management
|Date: Tuesday, January 15, 2019||Duration: 60 minutes||Time: Noon–1 p.m. ET|
Join Fidelity professionals as we discuss managing your existing positions as part of the overall trading plan. During the webinar, we will review the various tools you can use to monitor your portfolio and manage your trades. The agenda for the session includes:
- How to customize your positions and watch list page
- Analyzing and implementing an exit strategy
- Creating customized alerts to keep you updated on recent actions and events