David Foguet

Current Employers

Employment History

• 09/2010 → 03/2017
  Metlife Securities Inc
  San Jose, CA
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  San Jose, CA
• 03/2017 → Present
  Mml Investors Services, Llc
  San Jose, CA

Previous Registrations

• 2012-08-01 → 2017-03-25
  Msi Financial Services, Inc.
  Walnut Creek, CA
  San Jose, CA

Other Businesses

(1)NAME: DAVID FOGUET INV REL: Y ADD: RESIDENTIAL NATURE: PREPARATION PRESENTATION OF FINANCIAL AND TAX PLANNING SERVICES POSITION: CERTIFIED PUBLIC ACCOUNTANT(CPA) START DATE: 9/15/2023 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 DUTIES: PROVIDE BUDGETING ADVISE, TAX PREPARATION AND TAX INVESTMENT PLANNING ADVICE AS A SERVICE. PREPARING FINANCIAL STATEMENTS, CASH FLOWS, INCOME STATEMENTS, BALANCE SHEETS AT A PERSONAL OR BUSINESS LEVEL (2)NAME: EAGLENEST WEALTH MANAGEMENT AND INSURANCE SOLUTIONS INV REL: Y ADD: 181 METRO DRIVE, SUITE 550, SAN JOSE, CA 95110 NATURE: IAR COMP, FINANCIAL, INVESTMENT PLANNING AND ADVISORY SERVICES POSITION: PRESIDENT, CEO, CFO, SECRETARY AND TREASURER START DATE: 05/01/2026 NO HRS/MO: 240 NO HRS/MO DUR TRADING: 160 DUTIES: DIRECT AND TRANSACT FINANCIAL OPERATIONS FOR INVESTMENT PLANNING AND ADVISORY CLIENTS. PROVIDE FINANCIAL PLANNING, INVESTMENT SOLUTIONS, FINANCIAL REPORTING AND TRADE MANEGEMENT, FINANCIAL ADVICE, AND RELATED FINANCIAL SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-19
• S63 Uniform Securities Agent State Law Examination
  2010-11-18

Other Names

• David Foguet De Plaza