Options tools: Identifying opportunities and researching strategies

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Learn the basics of researching and identifying opportunities, choosing strategies, and managing a trade. Get an overview of a trading plan and how to implement it on the platform.


Samuel Earle
Senior Product Manager

Samuel Earle is a Senior Product Manager with E*TRADE Securities LLC. Sam joined E*TRADE with the acquisition of OptionsHouse. He’s had a diverse career in the financial industry, having been a Registered Investment Adviser and later managing the service and derivatives trade desk at OptionsHouse. He is well-versed in active equity and options trading, with particular experience in developing the OptionsHouse platform. He has a BBA from the University of Wisconsin–Green Bay with a dual emphasis in marketing and finance. He also holds Series 3, 4, 7, 24, and 66 licenses. He lives in Chicago with his wife and enjoys traveling in his spare time.