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Kevin Scott
Mikan

Investment analyst

Client relationship management

Investment strategy development

Risk management

As a specialist in investment portfolios, my main area of expertise is making custom investment portfolios that meet the needs and goals of each client. To achieve this, I carefully evaluate factors such as their investment objectives, risk tolerance, and other relevant considerations to identify the optimal investment strategies.

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About Kevin Scott Mikan

I have gained extensive experience throughout my career, having worked with four different prominent firms, three of which were in the United States and one in Belgium, over a span of twenty or more years. My proficiency is further demonstrated by my successful completion of four brokerage qualification exams and subsequent licensure in over seventeen states.

My clientele encompasses a wide range, including high-net-worth households, corporations, retirement homes, and private individuals. I have meticulously managed a diverse array of investment portfolios across multiple financial markets, thereby developing effective trading strategies that consistently generate profits while minimizing losses. I am eager to apply my expertise to your portfolio.

  • Office: 3455 PEACHTREE RD NE PBIG - SOUTHEAST ATLANTA, GA 30326
  • E-mail: Kevinscottmikan@gmail.com
  • CRD No: 4220639

Services

How Can I Help?
Portfolio
Management

Tailored investment strategies to help clients achieve their financial objectives, while managing risk and volatility.

Financial
Planning

Comprehensive planning for clients, encompassing retirement, education, and estate planning, to secure their financial future.

Risk
Management

Identification and mitigation of potential risks in clients' portfolios, ensuring optimal risk-adjusted returns.

Investment Research
& Analysis

In-depth analysis of various asset classes and individual securities, to identify profitable investment opportunities.

Experience

Working with

Experience

and registrations

Examinations

Passed

Technical Skills

  • Financial analysis

    Evaluating financial data to identify opportunities and trends, driving investment decisions and strategies.

    90%
  • Portfolio management

    Constructing and managing diverse investment portfolios, tailored to clients' goals and risk tolerance.

    80%
  • Risk assessment

    Identifying and quantifying potential risks in investments, ensuring optimal risk-adjusted returns.

    95%
  • Financial modeling

    Building financial models to predict future performance, supporting investment evaluation and decision-making.

    85%
  • Market analysis

    Examining macroeconomic factors, industry trends, and market dynamics to inform investment decisions.

    90%
  • Knowledge of financial instruments and asset classes

    Proficient understanding of equities, fixed income, commodities, and alternative investments, enabling well-informed decisions.

    90%

Language Skills

Reading and writing
  • English
    90%
  • French
    70%
  • German
    50%

Reviews

What customers say

Certifications

Contact

Let's talk

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    Kevin Scott Mikan
    Investment Strategist
    • Residence: UNITED STATES
    • E-mail: kevinscottmikan@gmail.com
    Kevin S Mikan.