Ronald Victor Panichelle

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1986 → 10/2019
  Nationwide Ins. Co
  Columbus, OH
• 03/1986 → 10/2019
  Nationwide Advisory Services, Inc.
  Greensburg, PA
• 10/2019 → 12/2025
  Mutual Securities, Inc.
  Camarillo, CA
• 10/2019 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Other Businesses

1. Panichelle Financial Group, LLC., Start Date: 01/01/2014, 4345 Old William Penn Highway, Murrysville, PA 15668, Insurance Agency, Vice President, Selling of property and casualty insurance, Not Investment Related, 100 hours per month, 50 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 01/01/2014, 4345 Old William Penn Hwy, Ste. B, Murrysville, PA 15668, LLC, Insurance Sales, Agent, Recommending the purchase of fixed insurance products, Not Investment Related, 20 Hours per month, 20 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-05-13

Designations

• Chartered Financial Consultant