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chemoch

Jose Ma. Chacon

@chemoch

Investment Advisor Series 65 Portfolio and Income Strategies

México
Espanhol, Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I am a Registered Investment Adviser (Series 65) with over 15 years of experience in financial markets. I help investors generate consistent income, optimize portfolios, and manage risk using proven strategies such as covered calls. As Chief Investment Officer and active prop trader, I bring real-world experience — not theory. I am also the author of “Income Without a Paycheck”, focused on helping investors generate monthly income using options. If you are looking for clear, practical guidance and professional-level strategies, I can help.... Saiba mais

Habilidades

c
chemoch
Jose Ma. Chacon
offline • 

Conheça meus serviços

Consultoria de Investimentos
I will build and optimize your investment portfolio strategy
A partir deUS$ 75 /projetoMais detalhes

Portfólio

Experiência profissional

Freelancer.com

Chief Investment Officer

Freelancer.com • Autônomo

Nov 2024 - Present • 1 yr 6 mos

Design and implement structured investment strategies focused on portfolio optimization, income generation, and risk management. Manage portfolios across equities, ETFs, options, and futures, applying disciplined frameworks for capital allocation and long-term performance. Develop and oversee rule-based trading and investment systems, combining discretionary and systematic approaches. Provide clear, practical investment strategies tailored to individual goals, emphasizing consistency, risk control, and capital efficiency.