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Alec Matthew Woodard

Ameriprise Financial Services, LLC

Seneca, SC

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-08
  • SC RA
    APPROVED
    Since 2026-01-08

Branch Locations

119A Professional Park Dr, Seneca, SC 29678-2558 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 09/2023 01/2026
Samich Inc. West Union SC 06/2022 09/2023
Oconee Country Club Seneca SC 06/2019 07/2020
Unemployed Seneca SC 09/2013 06/2019
Western Carolina University Cullowhee NC 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 01/2026
Ameriprise Financial Services, Llc Seneca SC 01/2026 Present
  • 09/2023 → 01/2026
    Fidelity Investments
    Durham, NC
  • 06/2022 → 09/2023
    Samich Inc.
    West Union, SC
  • 06/2019 → 07/2020
    Oconee Country Club
    Seneca, SC
  • 09/2013 → 06/2019
    Unemployed
    Seneca, SC
  • 08/2019 → 05/2023
    Western Carolina University
    Cullowhee, NC
  • 03/2025 → 01/2026
    Fidelity Investments
    Boston, MA
  • 01/2026 → Present
    Ameriprise Financial Services, Llc
    Seneca, SC
Previous Registrations
  • 2025-03-31 → 2026-01-08
    Strategic Advisers Llc
    Durham, NC
    Durham, NC
    Seneca, SC
    Boston, MA
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-11-30
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-11-30
Other Names
  • Alec Matthew Woodard
  • Alec Woodard

View on SEC IAPD

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Other Offices

IQ CAPITAL STRATEGY LLC · SENECA, SC
OSAIC ADVISORY SERVICES, LLC · Seneca, SC
WELLS FARGO CLEARING SERVICES, LLC · SENECA, SC
EDWARD JONES · SENECA, SC
EDWARD JONES · SENECA, SC
CETERA INVESTMENT ADVISERS LLC · SENECA, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Seneca, SC
WELLS FARGO CLEARING SERVICES, LLC · SENECA, SC

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