Marcos Dajer
Advisor at Fidelity — Coral Gables, FL Alhambra Plaza
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Coral Gables, FL 33134-4522
Fidelity
Institution
Marcos Dajer is an Investment Consultant at Fidelity Investments, where he has been serving since 2026. He collaborates with clients to plan, invest, and manage their critical assets, focusing on developing strategies that provide confidence, clarity, and peace of mind. His role involves assisting clients in preparing for retirement and building long-term investment plans to work toward their financial goals.
Prior to his current position, Marcos held several roles within Fidelity Investments including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). He also worked as a Consultant at Proline Consulting Group from 2022 to 2024 and as an Auditor at PAAST CPA between 2020 and 2021.
Outside of his professional career, Marcos has interests in fitness, exploring food, football, golf, and traveling.
Based on Fidelity
Coral Gables, FL Alhambra Plaza
121 Alhambra Plaza, Ste 150 Alhambra Tower
Coral Gables FL 33134-4522
Advisors at this office
29
Florida · Texas
2 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTS
2024 - Present • 2 years
Coral Gables, FL
Proline Consulting Group
2022 - 2024 • 2 years
Miami, FL
Florida state university
2021 - 2022 • 1 year
Tallahassee, FL
West Tech Shipping
2021 - 2021 • 1 year
Miami, FL
Ruvos LLC
2021 - 2021 • 1 year
Tallahassee, FL
Florida state university
2020 - 2021 • 1 year
Tallahassee, FL
Paast P.L.
2020 - 2020 • 1 year
Miami, FL
Florida state university
2019 - 2020 • 1 year
Tallahassee, FL
UM/NSU CARD
2019 - 2019 • 1 year
Miami, FL
Florida State University
2018 - 2019 • 1 year
Tallahassee, FL
Belen Jesuit Preparatory School
2014 - 2018 • 4 years
Miami, FL
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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