linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matlock Schlumberger

Cantor Fitzgerald & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matlock? Claim Your Profile

About Matlock Schlumberger

Matlock Schlumberger is a financial professional with over 20 years of experience in the financial services industry. Matlock currently works at Cantor Fitzgerald & Co. Previously, Matlock worked at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Matlock holds the Series 7, Series 10, Series 24, and Series 63 securities licenses. Matlock is registered to conduct business in California, Colorado, Connecticut, Florida, Illinois, Massachusetts, New Jersey, and New York.

Firm Information

Matlock Schlumberger is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matlock Schlumberger’s Registration & Firm History

NY

05/16/2023 - Present

Cantor Fitzgerald & Co. (NEW YORK NY)

NY

05/10/2019 - 11/22/2022

BOFA SECURITIES, INC. (NEW YORK NY)

NY

11/01/2010 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/07/2002 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

Not sure if Matlock Schlumberger is right for you?

Licenses & Designations

BC

Issued 01/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/31/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matlock Schlumberger.
Not sure if Matlock Schlumberger is right for you?