Unclaimed
Runya Nie is a registered investment advisor representative currently working at Russell Investments. Runya has been in the financial services industry since May 2023. Previously, Runya was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Triad Advisors. Runya has licenses for Series 66, Series 7TO, and SIE. Runya's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Pension Consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
08/29/2024 - Present
Russell Investments (SEATTLE WA)
WA
06/12/2023 - 07/26/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
PA
11/12/2020 - 11/23/2022
TRIAD ADVISORS LLC (Philadelphia PA)
BOTH
Issued 02/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Runya Nie is the right advisor for you? Invested Better is here to help.