Past Meetup

Meet the Trader - Scott McCormick

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Join us for a Q & A with instructor, SCOTT MCCORMICK!!

Scott McCormick began his career in the financial services industry in the year 2000, with Charles Schwab & Co., Inc; after earning his FINRA Series 7 and 63 licenses Scott became a Registered Representative. As a Registered Representative, Scott was involved in assisting clients execute equity and equity option trades.

In 2001, Scott began swing trading equities and equity options. After some losses, and making what appeared to be common investing mistakes, Scott realized that he had much to learn and decided to educate himself about technical analysis. His education began with the pursuit of the Charted Market Technician designation, which he earned in 2008.

In 2006, Scott became a Financial Consultant with Charles Schwab after earning his FINRA Series 66 as an Investment Advisor Representative. During his time as a Financial Consultant, Scott helped high net worth clients strategize, implement, and manage equity, mutual fund, and bond portfolios.

Scott teaches his students the use of technical analysis to identify high probability trading opportunities controlled with proper risk management. When Scott is not teaching he balances his time with his own trading, and investment management of private, high net worth clients.