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Marianna Priscilla Beddard

THE Playbook Advizor

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About Marianna Priscilla Beddard

Marianna Beddard is an Investment Advisor Representative at The Playbook Advizor. Marianna has been working in the financial industry since June 2014. Prior to joining The Playbook Advizor, Marianna was a registered representative with WELLS FARGO CLEARING SERVICES, LLC. Marianna has a Series 7, Series 66, and SIE license. Marianna's specializations include portfolio management for individuals and financial planning. The Playbook Advizor provides portfolio management for individuals and financial planning services. The Playbook Advizor has $6,000,000 in assets under management for 13 clients.

Firm Information

Marianna Beddard is currently registered with THE Playbook Advizor. THE Playbook Advizor is an investment advisor registered with the SEC and provides financial planning and portfolio management services to individuals. The firm has 13 clients and manages approximately $6 million in assets.

$6.00M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Marianna Beddard’s Registration & Firm History

NY

10/21/2021 - Present

THE Playbook Advizor (PORT WASHINGTON NY)

CA

06/16/2014 - 10/15/2021

WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marianna Priscilla Beddard.
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