Lane Schroder
Managing Director @ Axiom Planning Resources | Insurance, Series 6 & 63
- Role
- Managing Director at Axiom Planning Resources
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Lane Schroder
As a Managing Director of Advisor Services at Axiom Planning Resources, I oversee the recruitment, training, and retention of financial advisors, as well as the development and implementation of strategic initiatives to grow the business. I am a registered representative of MML Investors Services, LLC, Member SIPC, and hold insurance broker and Series 6 and 63 licenses.With over 8 years of experience in the financial services industry, I have a proven track record of delivering exceptional customer service, managing complex projects, and enhancing operational efficiency. I am proficient in Microsoft Office and Excel, and have a strong knowledge of investment products and services. I am passionate about helping advisors achieve their professional and personal goals, and creating a positive and collaborative culture at Axiom.I am a registered representative of MML Investors Services, LLC. Member SIPC Supervisory address: 5100 Poplar Avenue, Suite 2300, Memphis, TN 38••••01) Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN20••••••••19
Experience
Managing Director
Feb 2022 — Present · Memphis, TN, US
Education
University of Tennessee at Martin
Bachelor's Degree, Business Administration, Management and Operations
2010 — 2013
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