Trader or investor? Finding ideas with E*TRADE tools and research
Summary
Seeking an investment idea should start with an understanding of what kind of investor (or trader) you are. Long-term investors and short-term traders likely seek differing charactertics, so we'll demonstrate a variety of screen strategies at etrade.com, before jumping into Power E*TRADE to rev up some Live Action scans.
Speaker
![](https://cdn2.etrade.net/1/69123119000.0/aempros/content/dam/etrade/retail/en_US/images/knowledge/event-speaker-headshots/Dave%20Whitmore_headshot_%20tie_orig%20-%20Navy%20Background.png)
Investor Education at E*TRADE from Morgan Stanley
Dave has taught investing and trading to thousands of individual investors for nearly thirty years. With expertise in a wide range of topics including stock analysis and selection, technical analysis, risk management, options, exchange traded funds, and futures, Dave has created and delivered compelling education in many settings. He holds an MBA from New York University, a BA in business economics from University of California Santa Barbara, FINRA series 7 and 24, and NFA series 3 licenses. Dave lives in New Jersey with his wife and two college-age kids where he enjoys golf (a lot), skiing, almost all sports on TV, crosswords, Jeopardy, jazz, and backyard ornithology.