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Michael McCrary, CMT

Regional Brokerage Consultant


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Serving 9 branches in the Southeast
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Focus areas

  • Investing strategies
  • Stock selection
  • Risk management
  • Fundamental analysis
  • Technical analysis
  • Options strategies
  • Market mechanics
  • Trading platforms

How I work with clients
As a Regional Brokerage Consultant, I support our Financial Consultants and their self-directed clients. Working together, I will help you better understand investing strategies and how to leverage Fidelity's trading and research tools so you can make more informed decisions. I typically meet with clients 1:1 and conduct local seminars covering a wide range of investment topics to help them feel more confident with their investing decisions.


Experience

  • Vice President, Regional Brokerage Consultant, Fidelity Investments, 2014–Present
  • Trading Solutions Regional Manager, Charles Schwab, 2006–2014
  • Platinum Relationship Manager, E*Trade Financial, 2000–2006

Qualifications

  • Series 7 (General Securities Representative Examination)
  • Series 24 (General Securities Principal Qualification Examination)
  • Series 9/10 (Uniform Securities Sales Supervisor Examination)
  • Chartered Market Technician (CMT)

Attend a webinar

Join one of our trading and investing webinars to help you evolve your trading strategy, be more effective with your research, and better leverage our trading platforms and tools.


See all upcoming webinars

View Michael's recorded webinars


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TRADING
Plan your escape – having a good exit strategy
Discover why having an exit strategy is vital to your investing success.

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

Let's talk 1:1

During this introductory 1:1 phone conversation, we'll focus on your situation and how Fidelity's products, tools, and service can help you make more informed decisions. Please select a time that's convenient for you.


If you encounter any scheduling issues, please call 800-544-5115.

Serving 9 branches in the Southeast
View branches