Speaker Details

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Greg Lee

Regional Brokerage Consultant

Fidelity Investments


Greg Lee is the regional brokerage consultant throughout the mid-atlantic region for Fidelity Investments, a leading online brokerage firm. He conducts seminars on educational topics including fundamental and technical trading, research and options, market mechanics, and trading software. Prior to joining Fidelity Investments, Mr. Lee worked for Charles Schwab and JP Morgan Chase. He has Series 3, 7, and 63 licenses and earned an MBA from Grand Canyon University.