Recent content by Old Fisherman

right

Sterlin is my account advisor/contact person at TDA. Thank you for your suggestion. I'll try your suggestion tomorrow.

Sterlin with TDA

ajacobson: they sent me an invitation to upgrade so I imagine they will accept that the account is in a family trust. Robert: It's like an old Apex Clearing test that I saw but it...

Although available to take online, they emailed me the tests; one for me and one for my wife. I'm the only investor. My wife wouldn't know a Put from a Putt. Our margin account is owned by our family trust so that's probably why she is supposed to take one too.

ajacobson, That seems be the case for everyone I talked to.

I sell Puts with strike prices that are ITM and expirations 3-4 months out which require significant margins. My friend has been doing the same for over 10 years and margin portfolio has benefitted him so I think it will benefit me. I just need to find someone who will help me with a few test...

I sell naked Puts in my margin account. I'm upgrading to provide more buffer to avoid margin calls.

I've traded options for years and finally decided to upgrade to a Portfolio margin account. Not sure that was a good move. The tests (yes, 2 of them) that they sent covers things that I never think about let alone have a good grasp of. I spotted some old tests with answers in this forum but does...