INVESTOR ACCESS
 
GET CONNECTED LinkedIN Twitter
HOME | PHONE: 631-414-4020
  • CLIENT SOLUTIONS
    Individual Advanced Planning
    Asset Protection and Preservation

    We provide a wide array of quality insurance alternatives for your family and your business. Read More >>

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>

    Life Insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>

    Personal Financial Management

    Marcum's Personal Financial Management group is focused on your total financial wellness. Read More >>

    Wealth Management

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Wealth Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.
    Read More >>

    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services.Read More >>

    Individual Retirement Planning
    Retirement Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

     
     
MANAGEMENT
 
ABOUT US

Mai Nhiem
Sales Associate
Marcum Financial Services LLC

Registered Representative
Raymond James Financial Services

120 Main Street, Suite 950
Irvine, CA 92614
Phone: 949.236.5648
Email: mai.nghiem@marcumfs.com

Subject Matter Expertise
Insurance planning
Financial Planning
Retirement Planning
Medicare

Practice Focus
Families
Business Owners

Mai Nghiem is a sales associate at Marcum Financial Services LLC* in Irvine, California, and registered representative with Raymond James Financial Services. Mai assists clients with their short and long-term financial goals as it's related to retirement, education, Medicare, and long-term care.

For more than two years working as a new client specialist at State Farm, Mai was a top producer for both properties and casualties, and life insurances in one of the top State Farm offices in Orange County. Mai has strong experience working with individuals and small business owners with their risk management including auto, home, business and life insurances. Mai also finds solutions for clients' wealth management as well as their banking needs by arranging their liability management and reviewing their retirement plan.

Mai holds a Bachelor of Arts, Finance from California State University, Fullerton. She also has properties and casualties; life, accident and health insurance licenses in California. Mai also has her Series 6 and 63 licenses, and will be taking her Series 7 as well as studying for the CFP® exam.

Education
Bachelor of Arts, Finance
California State University, Fullerton

Accreditations & Designations
Series 6
Series 63
Properties and Casualties
Life and Accident and Health

 

Check the background of this firm on FINRA's BrokerCheck

ABOUT RAYMOND JAMES LOCATIONS
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017

MELVILLE, NY
10 Melville Park Road
Melville, NY 11747
ROSELAND, NJ
105 Eisenhower Pkwy, Suite 301
Roseland, NJ 07068

WEST PALM BEACH, FL
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401
PHILADELPHIA, PA
1600 Market Street, 32nd Floor
Philadelphia, PA 19103

NEW HAVEN, CT
555 Long Wharf Drive, 12th Floor
New Haven, CT 06511
DEERFIELD, IL
9 Parkway North, Suite 200
Deerfield, IL 60015
IRVINE, CA
1920 Main Street, Suite 950
Irvine, CA 92614
Marcum Benefits Marketplace
Marcum Group
Marcum LLP Marcum Financial Services Marcum Technology Marcum Search Marcum Wealth Management Marcum Search Marcum RBK Irland
© 2018 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Notice