Wes  Battle, IV CFP<sup>&reg;</sup> - Financial Advisor

Wes Battle, IV CFP®

AIF®

855 Iron Corner Ct
Odenton, MD 21113-2519
FINANCIAL ADVISOR'S WEBSITE
(301) 200-9277 CONNECT WITH Wes
  • linkedin link

General

Wes Battle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Odenton, MD and the surrounding communities.

Financial Advisor Overview

CFP(r), ChFEBC(tm), AIF(r)

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Financial Advisor Experience

Specialist in serving Active and retired Federal Employees and their families

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ChFEBC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources