Michal L. Lopatin
Professional summary
Michal Levy Lopatin, who also goes by Michal Levy, Michal Levy Lopatin, Michal Lopatin, is a registered financial professional currently at DIRECTED SERVICES LLC located in West Chester, Pennsylvania.
Michal is registered as a RR (Registered Representative) and started their career in finance in 2002. Michal has worked at 4 firms and has passed the Series 99TO, SIE, Series 6 and Series 26 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michal Levy Lopatin's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2026 - Present
DIRECTED SERVICES LLC
Office #1: Suite 200 1475 Dunwoody Drive, West Chester, PA 19380October 6, 2017 - October 12, 2021
EQUITABLE ADVISORS, LLC
May 26, 2017 - August 16, 2023
EQUITABLE DISTRIBUTORS, LLC
August 28, 2002 - March 29, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
DIRECTED SERVICES LLC
CRD#: 21675 / SEC#: 801-32675, 8-39104
Contact information
FINRA licenses (7 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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