Maximizing Fidelity's research capabilities

An in-depth look into the capabilities of Fidelity's research and how you can maximize that information in your trading.

Thursday, May 16, 2019
Noon – 1:00 p.m. ET

Fidelity stock research is rich with information. But are you getting all you can out of this powerful tool? Join Michael McCrary as he dives into all the capabilities Fidelity has to offer. Our goal is to give you a better understanding of our research providers, what content is available for research reports, and some hidden gems you might not be using — including Argus reports and sector weighting recommendations.


Michael McCraryMichael McCrary is a Regional Brokerage Consultant with the primary responsibility of supporting Fidelity Financial Consultants and their self-directed clients throughout the Southeast. Michael helps clients better understand a variety of investing strategies and how to better leverage Fidelity's trading and research tools so they may become more successful investors. He typically meets with clients 1:1 and conducts local seminars on various investing topics including: stock selection, risk management, fundamental and technical analysis, option strategies, market mechanics, and trading platforms.

Mr. McCrary has spent his entire career working with self-directed clients. He started in 2000 with E*Trade Financial, where he worked closely with the top 5,000 traders in the company as a Platinum Relationship Manager. In 2006 he joined Charles Schwab as their Trading Solutions Regional Manager, conducting seminars and client meetings in the Southeast. He joined Fidelity in 2014 for his current role as Regional Brokerage Consultant.

Mr. McCrary's current licensing includes Registered Securities Representative, Registered Securities Principal, and Registered Securities Sales Supervisor. In addition, he holds the designation of Chartered Market Technician (CMT).

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