Pictured:
James Taylor, Investment Officer
Direct Line (781) 224-5459
Sue Mitchell, Administrative Assistant
Direct Line (781) 224-5449

Meet the TSB Securities Group Team

Professional Guidance. Personal Service.

At TSB Securities Group, we offer something unique - knowledgeable, caring investment professionals here in the community.

Investment Officer James Taylor, can work with you to create a customized investment program designed to pursue all of your financial goals. We think you'll like his no pressure, caring brand of investment guidance.

JAMES C. TAYLOR

Vice President
Registered Securities Principal with Commonwealth Financial Network
 

Principal, TSB Securities Group, Wakefield, Massachusetts,
1999 - Present
FINRA Securities Registrations
Series 7 - General Securities Representative
Series 24 - Registered Securities Principal
Series 63 - State Law Examination
Life Insurance Agent
Certified in Long-Term Care (CLTC)
Investment Adviser Representative of Commonwealth Financial Network,® Member FINRA/SIPC
President, Wakefield Rotary Club

History Teacher, Madison Park High School, Roxbury, Massachusetts
1978 - 1981
Financial Planner, American Express, 1981 - 1984
Adjunct Professor of Finance, New England College of Finance, 1984 - 2000

Boston University, Boston, Massachusetts
Bachelor of Science, School of Education, 1977

SUSAN M. MITCHELL

Broker's Administrative Assistant with Commonwealth Financial Network

TSB Securities Group, Wakefield, Massachusetts
2002 - Present
FINRA Securities Registrations
Series 6 - Investment Company Product/Variable Contracts
Series 63 - State Law Examination
Life Insurance Agent

New England Business Advisors
Lynnfield, Massachusetts 1996 - 2002

Middlesex Community College
Bedford, Massachusetts, 1977

For more information, or a no cost, no obligation personal financial assessment, call TSB Securities Group at (800) 246-2009 or complete our information request form.

Related Links

Retail Investment Services
Wealth Management Process
Our Broker Dealer

351 Main Street, Wakefield, MA 01880
84 Main Street, Andover, MA 01810
Phone: (800) 246-2009 Fax: (781) 224-3938

This communication is strictly intended for individuals residing in the states of CO, CT, FL, HI, IL, MA, MD, ME, NC, NH, NJ, NY, RI, VA, & VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Investments available through Commonwealth Financial Network are not insured by the FDIC or DIF, are not deposits of, or obligations of, or guaranteed by the Bank, and are subject to investment risks including the possible loss of principal invested.