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Patrick Joseph Metcalf

I-Bankers Securities, Inc.

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About Patrick Joseph Metcalf

Patrick Metcalf is a financial advisor with over 27 years of experience in the industry. Patrick currently works at I-Bankers Securities, Inc. and is registered in 20 states. Patrick has experience with I-BANKERS DIRECT, LLC, NEWBRIDGE SECURITIES CORPORATION, HALCYON CABOT PARTNERS, LTD., CHICAGO INVESTMENT GROUP, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., PRUDENTIAL SECURITIES INCORPORATED, DEAN WITTER REYNOLDS INC., and CIBC OPPENHEIMER. Patrick holds FINRA Series 63, SIE and Series 7 licenses.

Firm Information

Patrick Metcalf is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

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.

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Patrick Metcalf’s Registration & Firm History

FL

02/05/2024 - Present

I-Bankers Securities, Inc. (Boca Raton FL)

FL

04/30/2020 - 06/11/2024

I-BANKERS DIRECT, LLC (Boca Raton FL)

NY

10/20/2015 - 05/06/2020

NEWBRIDGE SECURITIES CORPORATION (BROOKLYN NY)

NY

07/25/2012 - 10/07/2015

HALCYON CABOT PARTNERS, LTD. (NEW YORK NY)

NY

08/28/2009 - 08/06/2012

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

02/13/2004 - 08/31/2009

CHICAGO INVESTMENT GROUP, LLC (NEW YORK NY)

FL

10/02/2002 - 02/09/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

04/28/2000 - 10/03/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/26/1997 - 04/27/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

04/17/1996 - 12/02/1997

CIBC OPPENHEIMER (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Joseph Metcalf. Review regulatory record here.
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