American Investment Training

Tuesday, March 29, 2016

Series 7 Tutor and Training - Global coaching and tutoring for the Series 7 and all FINRA Exams

If you are having difficulties or you are finding time to study on your own, American Investment Training can provide a personal private tutor via the Internet and Phone. They are customized to fit the hours and needs that you have. It is available for the Series 7, Series 65 and most FINRA Broker exams.

Test Help

Whichever exam you are studying for or test you are taking, a tutor is available to help you pass the Series 7 - Series 6 or other Licensing exam.

We provide phone and Internet tutor help and email support throughout the time you are preparing so you will be 100% confident and ready. Let us be your coach.

Hours and Rates determined on an individual basis.

Broker Career Help

In addition to the private tutor and personal exam training services, we can also coach and train on connecting to brokerage firms or how to set up your won firm. We have programs to get your license working for you with a firm.


Series 7
Series 66
Series 65
and more.....

Contact American Investment Training or call our lead tutor at 631-848-1699 and ask for Nick


Sunday, March 27, 2016

Institutional Bond Trading - How To Sell Government Bonds as a Broker

Many brokers who enter the securities business are not in the stock market. They are in the bond market. Bond Brokers sell Government Securities and large (Jumbo CD's) to Institutions and help mange their portfolios. These brokers sell to Banks, Credit Unions, Trust Departments and other Institutions.

The pay off can be very rewarding and ongoing. Learning how to get in with these large customers is the key. The product is not difficult. But the Ebook below through American Investment Training will cover the types of securities these institutions buy. There are many types of bonds that these large clients do not buy.

One huge benefit to being a Bond Broker is the fixed maturity of Bonds. They have an end date. A maturity date - unlike stocks and other equities, so the re-investment aspect of rollover money allows a Bond Broker to make repeated money on the same amount each time bonds mature.


"Banks and other institutions buy CD’s offered by other banks. If you have banks that buy CD’s, and you have a bank that needs money, you can earn from that. Lets say your investing bank is looking for a 3% 5 year CD (don’t be alarmed by the low rates, as of this printing, interest rates are at all time lows), The bank that is looking for money is offering a rate of 3.25%. You can approach the deposit bank with providing them a $100,000 deposit, not to exceed their total cost of 3.25%. You ask them if they pay for deposits, if they do, you tell the bank to issue the CD to your bank at 3%, and then you bill the deposit bank the .25 point spread between their cost and the CD rate you are giving to your customer. A .25 point for a 3 year CD is $750. What if you had 10 banks interested in 3 year CD’s? That’s $7500. Your client banks would wire the money in.

Each deposit is fully insured, the bank sends them a receipt, and your done. You also could do this with banks that are not as loaned out, but are looking to make a spread between their deposit rates, and a higher fixed income investment that you have. Let’s say there is a 4% corporate bond for 3 years that is available, and the deposit bank is paying 3.25% for 3 year deposit CD’s. If you can provide the bank with a CD at a total cost of 3.25%, and then take that money and invest it in a corporate bond, you made a spread for the bank, and you made money on both ends. The deposit spread, and the mark up on the corporate bond trade. These kinds of trades are simple to present and execute. The one objection you will encounter from some is the bank does not accept “Brokered Deposits”. Brokered Deposits are large time deposits that are listed as “brokered”, meaning, it was arranged through a broker. Some banks only consider deposits as brokered if they pay a fee for the deposit."

This guide also covers:

Institutional Bond Trading
Institutional Bond Network
Institutional Bond Sales
Who Sells US Savings Bonds
How to Sell Us Bonds
bond broker salary

Bond Brokers Trade in amounts of $250,000 - $500,000 - up to several or tens of millions! And these are normal trades in that market. You can be dealing with these trades within your first months trading bonds.

GET THIS VERY VALUABLE GUIDE. $25.00 and emailed to you. Keep ongoing!

Get it now!:
How To Sell Bonds To Institutions

Monday, March 21, 2016

Selling Stock Short with Stock Options (Long Calls) - Options with Stock Strategy

People who establish a short stock position are bearish on the position. They anticipate the shares to decline. Using options to compliment this position can be used as either protection or income. You can either Short Puts or Buy Call Options. Each will provide a different hedge, but both of those option choices are bullish positions and can act as appropriate hedges - whether the goal is income or protection. This example will use a short sale of stock and the buying of a call option to protect it.


Short 100 shares BHN @ $75

This investor is hoping for a decline in BHN stock. When you sell stock short, you will eventually close the position like a normal stock purchase and sale later - but shorting stock is done in the reverse order. There is also unlimited risk when selling shares short because money is lost when the stock rises and there is never a ceiling on how high a security can rise.

Protecting this short sale with a Long Call Option Contract

If the risk in the main position is an increase in the market, to protect it, a hedge or stop loss must be used. In this case, the trader will use buy a call option.

The hedge will look like this:

Short 100 Shares BHN @ $75
Buy 1 BHN DEC 80 Call for $200

There are benefits and downsides to buying this call option. Unlike a normal “stop loss” order that can be triggered and executed without your direction, a call option can only be exercised when the buyer chooses. “Exercising” meaning the buyer has the right to buy 100 shares of the shares at $80. The downside is the option is more expensive. In this case, the cost for the contract is $200 - which is an immediate loss. There is also an expiration date on the contract. The short stock is covered (hedged) out to December.

Maximum Gain

The maximum gain for a short stock position is the stock declining to ZERO. If there was no additional option cost, the maximum gain would be $7500. But because the contract cost the trader $200, that must be shaved off the gain potential. The Maximum gain here is $7300.

Maximum Loss

The maximum loss would normally be unlimited if the short stock was left unprotected. The call option guarantees a buy back price of the stock at $80, so the maximum loss is the difference between the short sale at $75 and the buy back at $80 PLUS the premium spent on the option. The maximum loss formula works out to $700 in this case.

The breakeven

The Break-even is the point where is no gain or loss. The stock was shorted at $75 and the profit is a decline in the market, but the $200 premium needs to be deducted. The Break even is $73