Lance Cholet
Private Wealth Advisor at UBS | New York City Metropolitan Area
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Private Wealth Advisor at UBS in September 2015 to Present
Commissioner - CFP Board's Disciplinary and Ethics Commission at CFP Board in January 2016 to October 2019
Wealth Management Consultant at UBS in April 2010 to September 2015
Preferred Planning Platform Manager at UBS in April 2006 to April 2010
Senior Financial Planner at JPMorgan Chase & Co. in June 2001 to April 2006
Financial Advisor at MetLife in July 1999 to June 2001
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New York University, Stern School of Business, Master of Business Administration (MBA)
Eastern Connecticut State University, B.S.
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High Net Worth Individuals
Wealth Management
Holistic Financial Planning
Retirement Planning
Investment Management
Insurance Planning
Series 7
Series 24
Cross-functional Team Leadership
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Discover more about UBSWhat is Lance Cholet email address?
Email Lance Cholet at [email protected], [email protected] and [email protected]. This email is the most updated Lance Cholet's email found in 2026.
What is Lance Cholet phone number?
Lance Cholet phone number is 2018543834.
How to contact Lance Cholet?
To contact Lance Cholet send an email to [email protected], [email protected] or [email protected]. If you want to call Lance Cholet try calling on 2018543834. (updated on May 06, 2025)
What company does Lance Cholet work for?
Lance Cholet works for UBS
What is Lance Cholet's role at UBS?
Lance Cholet is Private Wealth Advisor
What industry does Lance Cholet work in?
Lance Cholet works in the Financial Services industry.
Lance Cholet Email Addresses
Lance Cholet Phone Numbers
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