AAII
Baltimore Investment Education Chapter
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DATE:
Brooklyn Park Library Branch
1 East 11th
Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Workshop: What the Fidelity Active Trader Pro Platform Can Do for You
PRESENTATION OVERVIEW:
William Purvin will explain how to use the highly rated (by Kiplinger)
Fidelity Active Trader Pro Platform to evaluate stocks, options, mutual
funds, ETFs, bonds, etc. using technical and fundamental analysis. The
education and help functions and the news and sentiment features will
help you to make investment decisions. The record keeping functions will
keep accounting and tax records for you. Use the Trade Armor and
Recognia pattern recognition features to help you decide what, when and
at what price to buy and sell. The Active Trade Pro Platform includes an
extensive listing of bonds and mutual funds from which to choose. Learn
about those and the many other features the platform offers.
ATTEND THIS MEETING TO LEARN
How to use Fidelity’s Active Trader Pro
Platform to:
1.
Customize charts
that help you visualize your ideas and view anticipated and confirmed
patterns and events
2. Make better buy, hold and sell decisions
3.
Use Trade Armor and Recognia to improve your results
SPEAKERS / SPEAKERS'
BIOGRAPHY:
William Purvin
Vice President, Regional Brokerage Consultant,
Fidelity Investments
www.fidelity.com
William Purvin is a vice president and regional brokerage
consultant for Fidelity Investments and trains thousands of individual,
institutional and other clients in 13 regional offices in the
Mid-Atlantic area.
Purvin has worked in the financial services
industry for over 30 years with Fidelity, Merrill Lynch, Charles Schwab,
and Bear Stearns. Much of his experience has been trading and making
markets in NASDAQ stocks for Schwab Capital Markets and trading at a
proprietary trading firm in Westchester, NY.
Purvin is a chartered
market technician (CMT) and has completed courses in advanced technical
analysis with New York Institute of Finance. He earned a BA in Economics
from Rutgers University.
Charge/Fee:
$5 per person and per guest with pre-registration
before November 9th
$7 per
person and per guest with pre-registration after November 9th
$10 per person at-the-door if you are not pre-registered
CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.
Copyright 2016 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.