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Ryan H
Series 66, Series 63
Costa Mesa, CA
Fidelity
Ryan Haws is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes positions at BMO Bank, Apex Energy Group, and various logistics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.
Regina Q
Series 63, Series 66
Costa Mesa, CA
Fidelity
Regina Quigley is a Wealth Management Senior Relationship Manager at Fidelity Investments. She is dedicated to helping clients navigate the complexities of self-directed investing by gaining a clear and complete understanding of their experience, situation, and mindset. Regina emphasizes the importance of establishing and maintaining relationships that best serve clients' evolving needs and interests, leveraging Fidelity's educational resources to support their goals. Regina has been with Fidelity Investments since 2020, holding various roles including Planning Consultant and Investment Solutions Representative I before her current position. Prior to joining Fidelity, she worked at TD Ameritrade as a Client Service Specialist and Relationship Manager II at TD Ameritrade Institutional. She holds a California Insurance License. Outside of her professional work, Regina enjoys movies, museums, music, reading, theater, and volunteering.
Susan Kim B
Series 66
Costa Mesa, CA
Fidelity
Susan Broaddus is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2021. Prior to this, she served as Vice President and Financial Consultant at Fidelity from 2019 to 2021. Her financial advisory career spans over 15 years, including positions as a Senior Financial Consultant at TD Ameritrade from 2009 to 2019, and earlier roles as a Financial Advisor with CGP Financial and Ameriprise Financial. Throughout her career, Susan has focused on developing comprehensive wealth plans tailored to her clients' personal and professional goals. She holds a California Insurance License, supporting her expertise in financial and insurance planning. Susan emphasizes integrity, honesty, and care in her client interactions, taking pride in building strong relationships to collaboratively create effective financial strategies.
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