Otto C. Odendahl
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Otto Charles Odendahl III was a registered financial professional .
Otto is a previously registered financial professional and started their career in finance in 1982. Otto had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 16, 2009 - December 31, 2013
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
August 10, 2000 - January 26, 2024
MANNING & NAPIER ADVISORS, LLC
July 21, 2000 - January 26, 2024
MANNING & NAPIER INVESTOR SERVICES, INC.
May 4, 1995 - May 2, 2000
GOLDMAN SACHS & CO. LLC
November 15, 1991 - April 27, 1995
LEHMAN BROTHERS INC.
August 23, 1989 - September 11, 1991
BANC ONE CAPITAL MARKETS, INC.
February 7, 1989 - July 26, 1989
WINGSPAN INVESTMENT SERVICES
July 22, 1982 - June 4, 1987
J.J.B. HILLIARD, W.L. LYONS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
CRD#: 106652 / SEC#: 801-37236
Contact information
Red Flags
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