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Peter Christopher Pape

Northeast Financial Group, Inc.

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About Peter Christopher Pape

Peter Christopher Pape is a registered Investment Advisor Representative at Northeast Financial Group, Inc. in Wyomissing, Pennsylvania. Peter has been in the industry since 2017. Peter has worked with AXA Advisors, LLC and Leigh Baldwin & Co., LLC. Northeast Financial Group, Inc. is an independent firm based in Allentown, Pennsylvania. The firm manages more than $1 billion in client assets.

Firm Information

Peter Pape is currently registered with Northeast Financial Group, Inc.. Northeast Financial Group, Inc. is an investment advisor based in Allentown, Pennsylvania, with approximately $1 billion - $10 billion in assets under management. They provide a range of advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They serve a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.
Northeast Financial Group, Inc.

3435 WINCHESTER ROAD

ALLENTOWN, PA 18104

$1.00B

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Peter Pape’s Registration & Firm History

PA

05/21/2018 - Present

Northeast Financial Group, Inc. (WYOMISSING PA)

PA

06/29/2018 - 01/15/2021

LEIGH BALDWIN & CO., LLC (TANNERSVILLE PA)

NY

04/24/2017 - 05/09/2018

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Christopher Pape.
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