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Holly Kim Hollub-verdeyen

MGI Funds Distributors, LLC

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About Holly Kim Hollub-verdeyen

Holly Hollub-verdeyen is a financial advisor in Chicago, Illinois. Holly has been in the industry since January 15, 2001 and is currently registered with MGI Funds Distributors, LLC. Holly is also registered with FINRA and with 52 states, and has passed the Series 63, Series 24, SIE, Series 3, and Series 7 exams. Previously, Holly has been employed with Russell Investments Implementation Services, LLC, Russell Financial Services, Inc., UBS Global Asset Management (US) Inc., and Barclays Global Investors Services.

Firm Information

Holly Hollub-verdeyen is currently registered with MGI Funds Distributors, LLC. MGI Funds Distributors, LLC is a Limited Liability Company formed in January 2012 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Holly Hollub-verdeyen’s Registration & Firm History

IL

05/19/2022 - Present

MGI Funds Distributors, LLC (Chicago IL)

IL

06/15/2016 - 01/10/2022

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (Chicago IL)

IL

05/10/2013 - 06/15/2016

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (CHICAGO IL)

IL

03/10/2003 - 04/30/2013

UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)

NY

02/29/2000 - 09/05/2002

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2007

Series 3 - National Commodity Futures Examination

BC

Issued 02/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Kim Hollub-verdeyen.
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