You'll need to offer a potential broker: Financial investment objectives. This may include earnings, development, capital preservation or speculation. Trading experience. The broker will would like to know your understanding of investing, how long you have actually been trading stocks or options, the number of trades you make each year and the size of your trades.Have on hand your liquid net worth (or investments quickly offered for money), yearly earnings, total net worth and employment info. The kinds of options you desire to trade. Based on your responses, the broker normally designates you an initial trading level (normally 1 to 4, though a fifth level is ending up being more common) that is your key to positioning certain kinds of alternatives trades.