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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Osborne is an investment advisor representative with MAI Capital Management, LLC, a firm with a strong focus on providing investment management services to individuals, businesses, and institutions. Grant holds a Series 63 license from the state of Ohio, and Series 7 and SIE licenses, along with a Series 65 license. Grant specializes in investment advice for individuals and families, as well as for corporations, pooled investment vehicles, and investment companies. Before joining MAI Capital Management, LLC, Grant worked for AXA Advisors, LLC and Treloar & Heisel, LLC. Grant holds a degree from the University of Mississippi.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
AZ
09/20/2024 - Present
MAI Capital Management, LLC (SCOTTSDALE AZ)
TN
03/13/2018 - 03/11/2019
AXA ADVISORS, LLC (FRANKLIN TN)
IA
Issued 11/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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