About Moira L Patterson
BS - Business, Cum Laude
CW Post LIU
Brookville, NY
Series 7, 63 & 65 Licensed
Life and Health Insurance License
2005 - Present: Citi Morgan Stanley*
Financial Advisor
Guided Portfolio Manager
Melville, NY
2002 - 2004: The Bank of New York Private Clients Group
Vice President
Garden City, NY
1997 - 2001: Chase Investment Services
Vice President
New York, NY
1986 - 1997: HSBC Pension Trust Department
Vice President
New York, NY
1975 - 1986: Chase Personal Trust Department
Assistant Treasurer
New York, NY
Paul Harris Fellow
The Rotary Foundation of Rotary International
Spirit of Syosset Award 2008
Syosset Chamber of Commerce
Director of the Year 2010
Syosset Chamber of Commerce
Securities Agent: VA, CT, PR, LA, KY, FL, AZ, OH, IN, WA, NV, VT, SC, PA, MD, CO, MT, IL, AR, MI, MA, ID, GA, CA, NY, DE, DC, TX, OR, NM, NJ, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1253038