Options Expiration & Risk Liquidation
Summary
This 1-hour options trading lesson introduces participants to key risks that can emerge as options approach expiration, with a focus on exercise, assignment, after-hours price movement, and potential brokerage risk liquidation. The session is designed for investors who already understand basic calls, puts, strike prices, and expiration dates, and want a practical framework for managing expiring positions.
Speaker
AVP, Investor Education at E*TRADE from Morgan Stanley
Karl is Assistant Vice President of Investor Education with E*TRADE from Morgan Stanley.His background covers education, complex options strategies and risk management. Karl has extensive experience training and educating on complex trading strategies to traders with various levels of trading knowledge. He leverages his years of experience in customer-supporting roles for insight and direction when shaping his approach to education.
His undergraduate studies focused on Finance & Insurance. He now holds the Series 7, 66, 3, 4 & 24 licenses.