Year-end portfolio review

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Where are you? Where do you want to be and how do you get there? In this recorded session, Heather Knight reviewed the current environment and discussed changes you might consider within your portfolio for 2021.



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Presenter

Heather KnightHeather Knight is the regional brokerage consultant for the southeast region for Fidelity Investments and has been with Fidelity since 2007.


Her primary responsibility is to educate traders and active investors about the tools and services that are provided by Fidelity Investments.


Additionally, Heather conducts educational seminars on topics such as research and options, market mechanics, fundamental and technical trading, and using Fidelity's trading software.


In Heather's twelve years of experience in the Financial Services industry, she has worked with Jefferson Pilot Financial as an annuity retention specialist and then at AG Edwards as a Registered Financial Associate (RFA).


Prior to her current role, Heather worked with and educated Fidelity clients and prospects as an active trader consultant within the New York and New Jersey areas. She was also an equity and options trader for Fidelity's Active Trader Services group where her responsibilities included trading, portfolio oversight, and risk management as she assisted Fidelity's most sophisticated retail traders.

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