Norma Alice Romero-Mitchell

Current Employers

Employment History

• 04/1993 → Present
  Benefits Plus Consulting Group
  Philadelphia, PA
• 12/2005 → 08/2017
  Woodbury Financial Services
  Philadelphia, PA
• 08/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Philadelphia, PA

Previous Registrations

• 2017-08-21 → 2025-01-24
  Osaic Fa, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Blue Bell, PA
• 2005-12-21 → 2017-08-24
  Woodbury Financial Services, Inc.
  Philadelphia, PA
  Philadelphia, PA
• 2001-05-04 → 2005-12-31
  Benefits Plus Advisory Services, Llc
  Philadelphia, PA

Other Businesses

1.BENEFITS PLUS CONSULTING INC. 1800 JFK BLVD STE. 300 PHILADELPHIA PA 19103 CATEGORY: ENTITY/CONSULTANT INVESTMENT RELATED: NO TITLE: CONSULTANT DUTIES: AUDIT INSTITUTIONAL WELLNESS PLANS FOR COMPLIANCE START DATE: 01/01/1998 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 16 2)NORMA ROMERO MITCHELL 738 WALKERS MILL LANE GREENVILLE DELAWARE 19807 CATEGORY: REAL ESTATE MANAGEMENT/RENTAL INVESTMENT RELATED: YES TITLE: OWNER OF BUILDING DUTIES: RENT SPACE WITHIN BUILDING START DATE: 01/01/1996 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 1 3)NAME AND ADDRESS: BENEFITS PLUS CONSULTING INC. 1800 JFK BLVD STE. 300 PHILADELPHIA PA 19103 CATEGORY: INSURANCE/ENTITY INVESTMENT RELATED: YES TITLE: AGENT/ENTITY OWNER DUTIES: AGENT OFFERING FEE BASED GROUP BENEFITS, SERVICE FEE GROUP BENEFITS, GROUP HEALTH INSURANCE, GROUP LIFE INSURANCE, VOLUNTARY BENEFITS, ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, GROUP LIFE, STD, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 01/01/1997 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1989-02-06

Other Names

• Norma Alice Mitchell
• Norma Alice Romero
• Norma Alice Mitchell