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OIC: Getting started with options — strategies and ideas

Intermediate
Options

Options

Options

Options

Options

Options

If you want to trade options and you aren’t quite sure where to start, please watch this recorded webinar where we explored some common scenarios where options can help to achieve specific goals including:

Directional trading for short term opportunity capture
Adding Alpha to your portfolio via covered call writing capture
Potentially helping to protect security gains

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

Your e-mail has been sent.

Allen Helm

Regional Brokerage Consultant
Fidelity Investments

Edward J. Modla

Principal, Investor Education
Options Clearing Corporation

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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 views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

OCC/OIC and Fidelity Investments are independent entities and are not legally affiliated.

974227.1.0

Allen W. Helm

Allen 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.

Edward J. Modla

Edward J. Modla is the Principal, Investor Educator for the Options Clearing Corporation (OCC). In this role, he oversees retail education programs which promote the responsible use of listed equity options. He represents the OCC by creating and presenting educational events in both online and in-person formats, serving as a guest speaker on panels, hosting a monthly podcast with industry personnel, and working with the media.

OIC: Getting started with options — strategies and ideas

Presenters

Allen Helm

Edward J. Modla

Stay up-to-date on all of our upcoming events

Allen W. Helm

Edward J. Modla

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Presenters

Allen Helm

Edward J. Modla

Stay up-to-date on all of our upcoming events

Allen W. Helm

Edward J. Modla