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Dina Rebelo-blake

Purshe Kaplan Sterling Investments

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About Dina Rebelo-blake

Dina Rebelo-blake is a financial advisor with Purshe Kaplan Sterling Investments in Fresno, California. Dina has been in the industry since 1998. Dina is registered with the state of California. Dina is also registered with FINRA. Previously, Dina has worked for Raymond James Financial Services, Inc., LPL Financial LLC, Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., RBC Dain Rauscher Inc., and Sutro & Co. Incorporated.

Firm Information

Dina Rebelo-blake is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dina Rebelo-blake’s Registration & Firm History

CA

04/10/2023 - Present

Purshe Kaplan Sterling Investments (Fresno CA)

CA

09/12/2022 - 04/24/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)

CA

07/18/2019 - 09/14/2022

LPL FINANCIAL LLC (FRESNO CA)

CA

09/06/2017 - 07/09/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)

CA

06/06/2017 - 09/20/2017

AMERIPRISE FINANCIAL SERVICES, INC. (FRESNO CA)

CA

01/01/2008 - 01/06/2015

WELLS FARGO ADVISORS, LLC (FRESNO CA)

CA

11/29/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (FRESNO CA)

NY

03/09/2002 - 09/22/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

CA

08/12/1996 - 03/09/2002

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

NY

11/21/1994 - 08/07/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dina Rebelo-blake.
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