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John L
Series 66
Chicago, IL
RBC Capital Markets
John Larsen is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2019, following three years at Morningstar Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customized strategies and portfolio management implemented through in-house and third-party managers.
Octoberr W
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Octoberr Walter is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Morgan Stanley, where he worked for 11 years. Walter is based in Chicago, IL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Patricia D
Series 66
Chicago, IL
RBC Capital Markets
Patricia Diana is a financial advisor with RBC Capital Markets in Chicago, IL, holding a Series 66 designation and bringing 24 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as an election judge for the Chicago Board of Elections, assisting voters and managing polling places on election days. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a blend of internal and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Maria R
Series 63, Series 66
Chicago, IL
RBC Capital Markets
Maria Reyes is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Morgan Stanley Private Wealth Management and UBS Financial Services. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services, utilizing both in-house and third-party investment managers.
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