Leverage and loans: Understanding margin

Discover how you can utilize margin loans in your trading plan.

Friday, November 1, 2019
Noon – 1:00 p.m. ET

Whether you need extra money for short-term financing, or you are interested in buying more stock, trading with margin loans might be a strategy to consider. During this webinar, learn more about how it works, as well as benefits and risks to help you make an informed decision.


Allen W. HelmAllen W. Helm is a regional brokerage consultant for Fidelity Investments. He is responsible for driving Active Trader production and education and delivering seminars on educational topics, which include fundamental and technical trading, research options, market mechanics, and trading software for clients and prospects.

Prior to assuming his current role in April 2013, Mr. Helm was with Charles Schwab, where he served as an active trader regional manager for a nine-state region for seven years. Mr. Helm also managed a team of 15 active trader brokers for five years for Charles Schwab and was an account executive for four years in the Chicago region with Schwab. Mr. Helm started his brokerage career in 1991 in Dallas and has experience in the commodities area of the business.

Allen holds Series 7, 8, 9, 10 and 63 security licenses. He received a BA degree in History from University of Texas Arlington.

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