Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Harman Hartwell is a financial advisor associated with Osaic Wealth, Inc. Grant has been in the industry since 2013 and is licensed to provide investment advisory services in Arizona, California, Colorado, Georgia, Idaho, Illinois, Michigan, Nevada, New York, North Carolina, Texas, Utah, Virginia, and Washington. Grant specializes in comprehensive financial planning, investment advisory services, and retirement planning. Grant has an active license in the securities industry and also has an active registration as an investment advisor. Grant is a Series 24 principal and has passed a variety of exams including Series 7, Series 66 and SIE. Grant has been involved with Hartwell Financial Services since 2013 and has been affiliated with Royal Alliance since 2013. Grant is also a board member of Free Arts for Abused Children, a non-profit organization.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
07/30/2019 - Present
Osaic Wealth, Inc. (TORRANCE CA)
BOTH
Issued 02/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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