Unclaimed
Rune Medhus is a financial advisor with B. Riley Wealth Advisors, Inc. Rune is a Registered Representative and Investment Advisor Representative with over 38 years of experience in the industry. Rune has held several positions at various firms over the years, including Sanders Morris Harris Inc. and Shearson Lehman Hutton Inc. Rune's specialties include financial planning, pension consulting, educational seminars, and portfolio management. Rune is registered to provide investment advisory services in 16 states, including Arizona, California, Colorado, Florida, Kentucky, Louisiana, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
TX
08/26/2022 - Present
B. Riley Wealth Advisors, Inc. (Houston TX)
TX
07/28/1988 - 12/14/2012
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NA
02/15/1988 - 08/02/1988
SHEARSON LEHMAN HUTTON INC.
NA
05/03/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 02/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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