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Junia P
Series 63, Series 66
San Gabriel, CA
RBC Capital Markets
Junia Pan Li is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, HSBC Bank USA, Capital Group Private Client Services, Capital Bank & Trust Company, HSBC, and JP Morgan Chase. Outside of her advisory work, she is president of a small private venture called The Meaning of Travel. RBC Wealth Management serves a diverse client base, including individual investors and institutions, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers. The firm provides a range of discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
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