Nicholas A. Shenkman
Professional summary
Nicholas Allen Shenkman is a registered financial professional currently at OPTIONALITY SECURITIES located in West Conshohocken, Pennsylvania.
Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2025. Nicholas has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Nicholas Allen Shenkman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2025 - Present
OPTIONALITY SECURITIES
Office #1: 200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428March 10, 2025 - September 17, 2025
EQUITABLE ADVISORS, LLC
March 6, 2025 - September 17, 2025
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 3/6/2025
General Securities Representative ExaminationFINRA
Current Firm
OPTIONALITY SECURITIES
CRD#: 313329 / SEC#: , 8-70680
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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