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Suzanne Moat Email & Phone Number

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC

Location: Orange County, California, United States 4 work roles 1 school

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✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

NYLIFE Securities LLC

Role

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child.

Location

Orange County, California, United States

Company size

3416 employees

Who is Suzanne Moat? Overview

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Quick answer

Suzanne Moat is listed as As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC, a with 3416 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Suzanne Moat.

Suzanne Moat previously worked as Registered Representative at Nylife Securities Llc and Agent at New York Life. Suzanne Moat holds Bachelor Of Science - Bs, Accounting And Finance from California State University, Northridge.

Company email context

Email format at NYLIFE Securities LLC

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NYLIFE Securities LLC

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Profile bio

About Suzanne Moat

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.New York Life Insurance2400 E. Katella Ave., Suite 800Anaheim, Ca 92806CA license #4272727

Current workplace

Suzanne Moat's current company

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Nylife Securities Llc

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child.

new york, new york, united states

Website

nylifesecurities.com

Employees

3416

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Company profile

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4 roles

Suzanne Moat work experience

A career timeline built from the work history available for this profile.

Registered Representative

Current

Nylife Securities Llc

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Apr 2024 - Present

Agent

Current

New York Life

Aliso Viejo Ca

Agent licensed to sell insurance through New York Life Insurance Company

Jun 2023 - Present

Sales Account Executive

Quest Diagnostics

Irvine, California, United States

Sep 2011 - Jul 2019

Senior Financial Analyst

Quest Diagnostics

Jun 2007 - Sep 2013

Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →

JT

Jeff Thompson Colleague at Nylife Securities LlcNixa, Missouri, United States View → JD

John Duda Colleague at Nylife Securities LlcFort Lauderdale, Florida, United States View → RC

Robert Click Colleague at Nylife Securities LlcGrand Rapids, Michigan, United States View → KS

Kenneth Shriver Colleague at Nylife Securities LlcJohnstown, New York, United States View → JB

James Brandon Colleague at Nylife Securities LlcHattiesburg, Mississippi, United States View → CH

Christopher Hagains Colleague at Nylife Securities LlcDallas-Fort Worth Metroplex, United States View → RF

Rod Ferguson, Clu®, Chfc® Colleague at Nylife Securities LlcChesterfield, Missouri, United States View → BD

Brian Dupuy Colleague at Nylife Securities LlcMandeville, Louisiana, United States View → TM

Tim Mccollum, Clu®, Chfc® Colleague at Nylife Securities LlcNaples, Florida, United States View → MK

Mujtaba Khan Colleague at Nylife Securities LlcJericho, New York, United States View →

1 education record

Suzanne Moat education

California State University, Northridge

Accounting And Finance

FAQ

Frequently asked questions about Suzanne Moat

Quick answers generated from the profile data available on this page.

What company does Suzanne Moat work for?

Suzanne Moat works for NYLIFE Securities LLC.

What is Suzanne Moat's role at NYLIFE Securities LLC?

Suzanne Moat is listed as As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC.

Where is Suzanne Moat based?

Suzanne Moat is based in Orange County, California, United States while working with NYLIFE Securities LLC.

What companies has Suzanne Moat worked for?

Suzanne Moat has worked for Nylife Securities Llc, New York Life, and Quest Diagnostics.

Who are Suzanne Moat's colleagues at NYLIFE Securities LLC?

Suzanne Moat's colleagues at NYLIFE Securities LLC include Jeff Thompson, John Duda, Robert Click, Kenneth Shriver, and James Brandon.

How can I contact Suzanne Moat?

You can use AeroLeads to view verified contact signals for Suzanne Moat at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Suzanne Moat attend?

Suzanne Moat holds Bachelor Of Science - Bs, Accounting And Finance from California State University, Northridge.

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