Marianna P. Beddard
Professional summary
Marianna Priscilla Beddard, AIF®, who also goes by Marianna Beddard, Marianna Bossom, is a registered financial advisor currently at THE PLAYBOOK ADVIZOR located in Port Washington, New York.
Marianna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marianna has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marianna Priscilla Beddard's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2021 - Present
THE PLAYBOOK ADVIZOR
July 3, 2014 - October 15, 2021
WELLS FARGO CLEARING SERVICES, LLC
June 16, 2014 - October 15, 2021
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2021)
(10/21/2021)
Exams
Current Firm
THE PLAYBOOK ADVIZOR
CRD#: 316085 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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