Morris F. Licciardello, Jr.

CERTIFIED FINANCIAL PLANNER™
Professional Experience

Morris began his professional career as an Assistant Property Manager at Commerce Square in center city Philadelphia.  In 1999, he served a two-year apprenticeship with a Financial Planner, during which time he became registered in the financial services industry and acted as a General Securities Principal.  Following Morris’ apprenticeship, he managed a branch office of Jefferson Pilot Securities for two years before eventually joining Valley Financial Group in 2003.

At Valley Financial Group, Morris offers comprehensive financial planning as a CERTIFIED FINANCIAL PLANNER ™ and serves as an internal consultant to the team.  Morris is an Investment Advisor Representative of Valley Financial Group and is a Registered Representative with broker-dealer, Purshe Kaplan Sterling (PKS).

 
A Personal Note 

Morris was born and raised in Bristol Borough, Pennsylvania, a northern suburb of Philadelphia.  Morris graduated from Drexel University with a Bachelor of Science in Commerce and Engineering Sciences with a concentration in Finance.  He presently resides in Jenkintown, PA, with his wife, Shannon, and their two children.

 

 

Why
Valley?

Valley gives me the opportunity to operate independently and the freedom to offer a personalized client experience.  While working with Valley as an independent, we have the flexibility to customize our resources to match the ever-changing financial industry’s environment.”

Brokers and/or Brokerage firms may be reviewed utilizing FINRA’s BrokerCheck
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