The M Group - Morgan Stanley Team - Newport Beach, CA

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The M Group
(949) 717-5484

©2013 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.

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Biography

The M Group
(949) 717-5484

Licensing

The M Group holds the following registrations:
©2013 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.

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Jim Moos

Jim Moos
Jim Moos, CFP , CIMA , CRPS 
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
toll-free: (800) 468-3352

Professional Details

  • Certified Financial Planner
  • Certified Investment Management Analyst, 1997
    The Wharton School of Business
    University of Pennsylvania
  • Chartered Retirement Plans Specialist Designation
  • Senior Investment Management Consultant
  • Series 7, 63, 65, 31 & 66 Licensed
  • California Insurance License #0A14513
Jim Moos, CFP , CIMA , CRPS  is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OR, TN, TX, WA

Mark T. Rehms

Mark T. Rehms
Mark T. Rehms
Senior Vice President
Financial Advisor
Executive Director
toll-free: (800) 468-3352

Professional Details

  • BA - Finance, 1983
    Northern Illinois University
  • Began Career in Financial Services Industry in 1984
  • Joined Morgan Stanley* in 2004
  • Director's Council
  • Series 7, 63, 65 & 66 Licensed
  • California License # 0B84707
Mark T. Rehms is licensed in the following state(s): AZ, CA, CO, GA, IL, NM, NV, NY, OH, OR, TX, WA

Nicholas J. Dolle

Nicholas J. Dolle
Nicholas J. Dolle, CFP 
Financial Advisor
toll-free: (800) 468-3352

Professional Details

  • CERTIFIED FINANCIAL PLANNER
  • Relationship Manager
  • BS - Pepperdine University
  • Joined Morgan Stanley* in 2005
  • Series 7, 63, 65, 31 & 66 Licensed
  • California Insurance License #0F12662
  • Certified Financial Planner program
    Northwestern University
Nicholas J. Dolle, CFP  is licensed in the following state(s): AL, AZ, CA, CO, CT, HI, ID, IL, KS, MA, NC, NV, NY, OR, PA, TN, TX, UT, WA

Lisa Correa

Lisa Correa
Registered Associate
tel: 9497175322
fax: 9497175333

Professional Details

  • Joined Morgan Stanley* in 2004
  • Series 7, 63 licenses

Bill Waldron

Bill Waldron
Registered Associate
tel: 9497175314
fax: 9497175333

Professional Details

  • Joined Morgan Stanley* in 2004
  • Over 30 years of Industry experience
  • Series 7, 63, 66 licenses

Contact

The M Group
(949) 717-5484


The M Group
660 Newport Center Drive
Suite 1100
Newport Beach, CA92660
Phone: (949) 717-5484
Toll Free: (800) 468-3352

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(949) 717-5484


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Disclaimers



This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only


*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .


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