Peter Pape (CRD# 6732470) is an Investment Advisor Representative working at Northeast Financial Group, Inc. in Wyomissing, PA and has over 6 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northeast Financial Group, Inc. | Allentown, PA | Aug 2018 - Current | 5 |
| Northeast Financial Group, Inc. | Wyomissing, PA | Aug 2018 - Current | 5 |
| Northeast Financial Group, Inc. | Tannersville, PA | May 2018 - Current | 6 |
| Leigh Baldwin & Company, LLC | Tannersville, PA | Jun 2018 - Jan 2021 | 2 |
| Axa Advisors, LLC | New York, NY | Apr 2018 - May 2018 | < 1 |
| Axa Advisors, LLC | New York, NY | Apr 2017 - May 2018 | 1 |
| Pace University | New York, NY | Jan 2016 - May 2017 | 1 |
| The River Cafe | Brooklyn, NY | Apr 2015 - Dec 2015 | < 1 |
| Unemployed | Brooklyn, NY | Sep 2014 - Mar 2015 | < 1 |
| Mount Airy Hotel And Casino | Mt. Pocono, PA | Oct 2013 - Aug 2014 | < 1 |
| Robert Christians Restaurant | Pocono Lake, PA | May 2013 - Aug 2014 | 1 |
| W. Jack Kalins, Inc. | Pocono Manor, PA | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- PA
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Total Assets Under Management1,000MILLIONS
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Total Number of Accounts1,639ACCOUNTS
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Average Account Value$610,414
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, IL, MD, NJ, NY, PA, TX
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