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Joseph M

Series 66

St Francisville, LA

Cetera

Joseph Malara is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2018, following 13 years at Investment Professionals, Inc. Outside of his advisory work, he volunteers with the West Feliciana Animal Humane Society, assisting with website, signage, and event logistics. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Pamela M

Series 63, Series 66

St Francisville, LA

Cetera

Pamela Malara is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked with Investment Professionals, Inc. for 20 years before joining Cetera in 2018. Outside of her advisory role, she volunteers weekly for the West Feliciana Animal Shelter’s fundraising events. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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