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How to Purchase Stocks. Steps to Buy Shares 1234 Create an investment plan Are you aggressive, for income / growth, etc. Find a company you want to invest.

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Presentation on theme: "How to Purchase Stocks. Steps to Buy Shares 1234 Create an investment plan Are you aggressive, for income / growth, etc. Find a company you want to invest."— Presentation transcript:

1 How to Purchase Stocks

2 Steps to Buy Shares 1234 Create an investment plan Are you aggressive, for income / growth, etc. Find a company you want to invest in Complete research Find a broker you like What services do you need, fees, etc. 5 Start to trade Set limits, greed is good until you lose it all Raise Capital Never invest more than you are able to lose

3 FULL SERVICE Edward Jones Raymond James UBS Morgan Stanley Wells Fargo Merrill Lynch Fidelity ($7.95) Fidelity E*Trade ($9.99) E*Trade TD Ameritrade ($9.99) Charles Schwab ($8.95) TradeKing ($4.95) Scotttrade ($7.00) ONLINE Brokers you can use List based on SmartMoney May 20, 2010 Ranking of Full Service Brokers List based on SmartMoney May 20, 2010 Ranking the Discount Brokers

4 Be diversified!

5 Mutual Funds An investment program funded by shareholders that trades in diversified holdings and is professionally managed. Buy a share = own many stocks Load = commission Example – finance.yahoo.comfinance.yahoo.com

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