Call William Sergautis 888-959-2154

Technical Analysis - Walthall

  • We use technical analysis for timing our buys and sells with fundamental analysis as confirmation

Experience has shown that identifying opportunities using charts can be extremely effective. Results are enhanced when potential trading opportunities are confirmed through solid fundamental analysis. Adding proper balance and diversification to a long term strategy offers the highest probability of success.

  • Online Trading: Open an Account

When trading online with your investment advisor at Charttrader, you will receive a variety of services. We understand that many clients require less direction than others. While we pride ourselves on offering education and guidance to the Novice Trader, we also specialize in communicating great trading ideas to experienced traders. You can run your ideas past your advisor for your Self Directed account and discuss long term strategies for your Managed Account.

"Experience you can trust"

Charttrader was founded by William Sergautis in Miami Florida in 2007. His 20+ years experience in the investment business started as a commodities futures broker in 1981. He learned the power of Technical Analysis trading commodities but soon moved into stocks, bonds and financial planning. As the assistant manager for Cardinal Capital and as Branch Manager of Brookstreet Securities in Aventura, William has seen thousands of accounts traded under various market conditions. He opened his advisory business with traders in mind. Emphasis on technical analysis; clients are guided into sophisticated strategies with diversification and balance always on the top his list of priorities.

How it works

  • Open an account Log in, fill out and print an Account Transfer Form.
  • Mail the completed, signed transfer form and a copy of your most recent account statement to optionsXpress TM.
  • To receive reimbursement for the transfer fee, simply fax a copy of your final statement with proof of the charge and you receive a credit in your account!
  • Your Charttrader Investment Advisor will be your guide.

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