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Ronald Victor Panichelle

Mutual Advisors, LLC

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About Ronald Victor Panichelle

Ronald Panichelle is an investment advisor representative with Mutual Advisors, LLC. Ronald has been in the financial services industry for 40 years. Ronald specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ronald is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE licenses. Ronald is currently registered in Pennsylvania with Mutual Advisors, LLC. Prior to Mutual Advisors, LLC., Ronald was registered with Nationwide Securities, LLC and Prudential Insurance Company of America. Ronald also has experience in the insurance industry.

Firm Information

Ronald Panichelle is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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.

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hourly consulting

Hourly consulting

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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Ronald Panichelle’s Registration & Firm History

PA

10/15/2019 - Present

Mutual Advisors, LLC (Latrobe PA)

PA

03/14/1986 - 10/18/2019

NATIONWIDE SECURITIES, LLC (NEW ALEXANDRIA PA)

NA

12/11/1981 - 03/11/1986

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

02/18/1982 - 03/10/1986

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 05/13/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Victor Panichelle.
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