MH
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Melanie Hasty-Grant

26 Years of Experience
Tulsa, OK
BrokerSells Insurance

Melanie Hasty-Grant is a registered investment advisor, based in Tulsa, OK, with 26 years of industry experience.

Location

9500 N. 129th E. Ave #106, Tulsa, OK, 74055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Melanie is an investment advisory representative for CWM, LLC, and an insurance agent selling life, annuities, and long-term care insurance. She also owns Waterstone Private Wealth Management and is involved in several other businesses, including a family farm and a charitable organization.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Cwm, LLC
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Cetera Advisors LLCBroker
July 2019 - January 2021 · 1 yr 6 mos
LPL Financial LLC
October 2004 - December 2016 · 12 yrs 2 mos
LPL Financial LLCBroker
January 2004 - January 2017 · 13 yrs
Linsco/private Ledger CORP.
January 2004 - June 2004 · 5 mos
Edward JonesBroker
April 1999 - February 2004 · 4 yrs 10 mos
State Registrations7 states
AZFLKSMOOKTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.