Fundamental analysis looks at key data which may impact the value of a stock such as price to earnings ratio and cash flow. During this interactive webinar, Regional Brokerage Consultant, Steven Travali, will utilize Fidelity's tools and resources to look at the overall market, sectors, and industries from the top-down to the bottom-up while reviewing the fundamental data that may impact them. He will show how you can use this information to assist with your investment decisions including screening for stocks and ETFs.
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This live, audience driven event will include your questions so please submit a question during registration for a chance to have it answered during the live webinar.
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Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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1082655.6.10
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Jonathan Lamothe joined Fidelity in 2015 after a ten-year career in logistics and operations. During his time at Fidelity Jonathan was a vital member of the local market development team before taking over the Personal Investing Digital Content Delivery program. He is currently a Registered Securities Representative (Series 7) and an avid classic car enthusiast. Prior to his career Jon graduated from Rhode Island College with a degree in operations management. When not at work you can find him spending time with his wife and son doing everything from working on his cars, to hiking, to coaching his son’s baseball team.
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Steven Travali is a VP Regional Brokerage Consultant supporting the great Los Angeles area. His primary responsibilities are to deepen and develop client relationships and coach associates on engaging clients with individual securities by conducting 1:1 client appointments, local seminars on educational topics, including fundamental and technical trading strategies, researching stocks, bonds or options, market mechanics, and maximizing the use of trading software.
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Mr. Travali started his career with Fidelity back in 2008 as an equity and options trader for Fidelity's Trading & Services Group, where his responsibilities included assisting clients with complex trading strategies, portfolio oversight, and risk management for Fidelity's most sophisticated retail traders.
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